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Belpointe Asset Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Belpointe Asset Management’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
2023
Q1 		– Sell
-864
Closed -$18.6K – 3814
2022
Q4 		$18.6K Buy
+864
New +$18.5K ﹤0.01% 2236

Other funds holding OVM

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAM
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Belpointe Asset Management's OVM Position: Q1 2023 in Review

Belpointe Asset Management sold out of Overlay Shares Municipal Bond ETF (OVM) in Q1 2023, closing a stake of 864 shares — an estimated $18.6K sold.

Belpointe Asset Management first reported a position in OVM in Q4 2022 and held it in 1 quarter. The position peaked at $18.6K in Q4 2022. 8 funds tracked by Wall St. Rank hold OVM as of Q1 2023.

  • Belpointe Asset Management reported no remaining Overlay Shares Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 864 Overlay Shares Municipal Bond ETF shares in Q1 2023, an estimated $18.6K.
  • Belpointe Asset Management first reported a position in Overlay Shares Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Overlay Shares Municipal Bond ETF position peaked at $18.6K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.