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 Q3	$295K	Buy	+13,938	New	+$302K	0.1%	160
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

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

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

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

BlueChip Wealth Advisors's OVT Position: Q3 2026 in Review

BlueChip Wealth Advisors opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q3 2026: 13,938 shares worth $295K. The stake represents 0.1% of the portfolio and ranks #160 among its holdings. This is a return to the name: BlueChip Wealth Advisors previously reported a position in OVT as recently as Q4 2025.

BlueChip Wealth Advisors first reported a position in OVT in Q4 2023 and has held it in 8 quarters since. The position peaked at $474K in Q4 2023. 6 funds tracked by Wall St. Rank hold OVT as of Q3 2026.

BlueChip Wealth Advisors held 13,938 shares of Overlay Shares Short Term Bond ETF worth $295K as of Q3 2026.
Overlay Shares Short Term Bond ETF was a new BlueChip Wealth Advisors position in Q3 2026.
Overlay Shares Short Term Bond ETF made up 0.1% of BlueChip Wealth Advisors's portfolio in Q3 2026, its #160 holding.
BlueChip Wealth Advisors first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
BlueChip Wealth Advisors's Overlay Shares Short Term Bond ETF position peaked at $474K in Q4 2023.
6 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2026.

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