Cetera Investment Advisers
OVM icon

Cetera Investment Advisers’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$211K Hold
9,699
– – ﹤0.01% 4455
2026
Q1 		$208K Hold
9,699
– – ﹤0.01% 4262
2025
Q4 		$208K Buy
+9,699
New +$209K ﹤0.01% 4207

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's OVM Position: Q2 2026 in Review

Cetera Investment Advisers held its Overlay Shares Municipal Bond ETF (OVM) position steady in Q2 2026 at 9,699 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4455.

Cetera Investment Advisers first reported a position in OVM in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • Cetera Investment Advisers held 9,699 shares of Overlay Shares Municipal Bond ETF worth $211K as of Q2 2026.
  • Cetera Investment Advisers left its Overlay Shares Municipal Bond ETF share count unchanged in Q2 2026.
  • Overlay Shares Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4455 holding.
  • Cetera Investment Advisers first reported a position in Overlay Shares Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.