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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

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 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. 6 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.
  • 6 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.