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
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
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers's OVM Position: Q1 2026 in Review

Cetera Investment Advisers held its Overlay Shares Municipal Bond ETF (OVM) position steady in Q1 2026 at 9,699 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #4262.

Cetera Investment Advisers first reported a position in OVM in Q4 2025 and has held it in 2 quarters since. The position peaked at $208K in Q4 2025. 12 funds tracked by Wall St. Rank hold OVM as of Q1 2026.

  • Cetera Investment Advisers held 9,699 shares of Overlay Shares Municipal Bond ETF worth $208K as of Q1 2026.
  • Cetera Investment Advisers left its Overlay Shares Municipal Bond ETF share count unchanged in Q1 2026.
  • Overlay Shares Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4262 holding.
  • Cetera Investment Advisers first reported a position in Overlay Shares Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cetera Investment Advisers's Overlay Shares Municipal Bond ETF position peaked at $208K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.