Beaird Harris Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Beaird Harris Wealth Management’s Portfolio OVL Stock Details OVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$126K	Hold	2,219	–	–	0.01%	188
2026 Q1	$112K	Hold	2,219	–	–	0.01%	176
2025 Q4	$118K	Hold	2,219	–	–	0.01%	176
2025 Q3	$116K	Hold	2,219	–	–	0.01%	170
2025 Q2	$107K	Hold	2,219	–	–	0.01%	179
2025 Q1	$97.2K	Hold	2,219	–	–	0.01%	170
2024 Q4	$103K	Hold	2,219	–	–	0.01%	172
2024 Q3	$103K	Hold	2,219	–	–	0.01%	174
2024 Q2	$97.8K	Buy	+2,219	New	+$93.2K	0.01%	163

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Beaird Harris Wealth Management's OVL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Overlay Shares Large Cap Equity ETF (OVL) position steady in Q2 2026 at 2,219 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #188.

Beaird Harris Wealth Management first reported a position in OVL in Q2 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

Beaird Harris Wealth Management held 2,219 shares of Overlay Shares Large Cap Equity ETF worth $126K as of Q2 2026.
Beaird Harris Wealth Management left its Overlay Shares Large Cap Equity ETF share count unchanged in Q2 2026.
Overlay Shares Large Cap Equity ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #188 holding.
Beaird Harris Wealth Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.