Beam Wealth Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

Beam Wealth Advisors’s Portfolio OVB Stock Details OVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$509K	Buy	26,251 +16,231	+162%	+$326K	0.11%	103
2026 Q2	$205K	Buy	+10,020	New	+$206K	0.05%	117

Other funds holding OVB

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

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Ethos Capital Management Newtown, Pennsylvania $150M AUM 34.52% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Beam Wealth Advisors's OVB Position: Q3 2026 in Review

Beam Wealth Advisors increased its Overlay Shares Core Bond ETF (OVB) stake by 162% in Q3 2026, buying an estimated $326K and bringing the position to 26,251 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #103.

Beam Wealth Advisors first reported a position in OVB in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold OVB as of Q3 2026.

Beam Wealth Advisors held 26,251 shares of Overlay Shares Core Bond ETF worth $509K as of Q3 2026.
Beam Wealth Advisors bought 16,231 Overlay Shares Core Bond ETF shares in Q3 2026, an estimated $326K.
Overlay Shares Core Bond ETF made up 0.11% of Beam Wealth Advisors's portfolio in Q3 2026, its #103 holding.
Beam Wealth Advisors first reported a position in Overlay Shares Core Bond ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.