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Beacon Capital Management LLC (Tennessee)’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,779
Closed -$403K – 185
2026
Q1 		$403K Sell
18,779
-9,341
-33% -$203K 0.07% 106
2025
Q4 		$603K Buy
+28,120
New +$606K 0.09% 65

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Beacon Capital Management LLC (Tennessee)'s OVM Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of Overlay Shares Municipal Bond ETF (OVM) in Q2 2026, closing a stake of 18,779 shares — an estimated $403K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in OVM in Q4 2025 and held it in 2 quarters. The position peaked at $603K in Q4 2025. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Overlay Shares Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 18,779 Overlay Shares Municipal Bond ETF shares in Q2 2026, an estimated $403K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Overlay Shares Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Overlay Shares Municipal Bond ETF position peaked at $603K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.