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Brookwood Investment Group’s Overlay Shares Core Bond ETF OVB Stock Holding History

Brookwood Investment Group’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 		$8.53M Buy
417,194
+7,634
+2% +$157K 0.96% 12
2026
Q1 		$8.41M Buy
+409,560
New +$8.47M 1.04% 11

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Brookwood Investment Group's OVB Position: Q2 2026 in Review

Brookwood Investment Group increased its Overlay Shares Core Bond ETF (OVB) stake by 1.9% in Q2 2026, buying an estimated $157K and bringing the position to 417,194 shares worth $8.53M. The position accounts for 0.96% of the portfolio, ranked #12.

Brookwood Investment Group first reported a position in OVB in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • Brookwood Investment Group held 417,194 shares of Overlay Shares Core Bond ETF worth $8.53M as of Q2 2026.
  • Brookwood Investment Group bought 7,634 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $157K.
  • Overlay Shares Core Bond ETF made up 0.96% of Brookwood Investment Group's portfolio in Q2 2026, its #12 holding.
  • Brookwood Investment Group first reported a position in Overlay Shares Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.