Commonwealth Equity Services
OVLH icon

Commonwealth Equity Services’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Commonwealth Equity Services’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.84M Buy
235,472
+59,558
+34% +$2.44M 0.01% 951
2026
Q1 		$6.66M Buy
175,914
+24,790
+16% +$972K 0.01% 1149
2025
Q4 		$5.95M Buy
151,124
+9,717
+7% +$383K 0.01% 1194
2025
Q3 		$5.51M Buy
141,407
+37,703
+36% +$1.42M 0.01% 1279
2025
Q2 		$3.82M Buy
+103,704
New +$3.61M 0.01% 1511

Other funds holding OVLH

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Commonwealth Equity Services's OVLH Position: Q2 2026 in Review

Commonwealth Equity Services increased its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 34% in Q2 2026, buying an estimated $2.44M and bringing the position to 235,472 shares worth $9.84M. The position accounts for 0.01% of the portfolio, ranked #951.

Commonwealth Equity Services first reported a position in OVLH in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Commonwealth Equity Services held 235,472 shares of Overlay Shares Hedged Large Cap Equity ETF worth $9.84M as of Q2 2026.
  • Commonwealth Equity Services bought 59,558 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $2.44M.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #951 holding.
  • Commonwealth Equity Services first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.