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BlueChip Wealth Advisors’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

BlueChip Wealth Advisors’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,191
Closed -$334K – 164
2025
Q4 		$334K Buy
+15,191
New +$337K 0.14% 115
2025
Q3 		– Sell
-15,191
Closed -$338K – 180
2025
Q2 		$338K Hold
15,191
– – 0.15% 119
2025
Q1 		$335K Buy
+15,191
New +$336K 0.16% 110
2024
Q4 		– Sell
-20,501
Closed -$468K – 154
2024
Q3 		$468K Buy
20,501
+389
+2% +$8.71K 0.24% 80
2024
Q2 		$447K Buy
20,112
+675
+3% +$14.8K 0.26% 78
2024
Q1 		$433K Sell
19,437
-2,394
-11% -$52.6K 0.28% 68
2023
Q4 		$474K Buy
+21,831
New +$463K 0.33% 65

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

BlueChip Wealth Advisors's OVT Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of Overlay Shares Short Term Bond ETF (OVT) in Q1 2026, closing a stake of 15,191 shares — an estimated $334K sold.

BlueChip Wealth Advisors first reported a position in OVT in Q4 2023 and held it in 7 quarters. The position peaked at $474K in Q4 2023. 13 funds tracked by Wall St. Rank hold OVT as of Q1 2026.

  • BlueChip Wealth Advisors reported no remaining Overlay Shares Short Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 15,191 Overlay Shares Short Term Bond ETF shares in Q1 2026, an estimated $334K.
  • BlueChip Wealth Advisors first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and held it in 7 quarters.
  • BlueChip Wealth Advisors's Overlay Shares Short Term Bond ETF position peaked at $474K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.