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 Q2	$205K	Buy	+10,020	New	+$206K	0.05%	117

Other funds holding OVB

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Ethos Capital Management Newtown, Pennsylvania $140M AUM

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Beam Wealth Advisors's OVB Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in Overlay Shares Core Bond ETF (OVB) in Q2 2026: 10,020 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

10 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

Beam Wealth Advisors held 10,020 shares of Overlay Shares Core Bond ETF worth $205K as of Q2 2026.
Overlay Shares Core Bond ETF was a new Beam Wealth Advisors position in Q2 2026.
Overlay Shares Core Bond ETF made up 0.05% of Beam Wealth Advisors's portfolio in Q2 2026, its #117 holding.
10 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.