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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$12.4M Buy
293,474
+58,002
+25% +$2.44M 0.02% 785
2026
Q2
$9.8M 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
$5.52M 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

Commonwealth Equity Services's OVLH Position: Q3 2026 in Review

Commonwealth Equity Services increased its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 25% in Q3 2026, buying an estimated $2.44M and bringing the position to 293,474 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #785.

Commonwealth Equity Services first reported a position in OVLH in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold OVLH as of Q3 2026.

  • Commonwealth Equity Services held 293,474 shares of Overlay Shares Hedged Large Cap Equity ETF worth $12.4M as of Q3 2026.
  • Commonwealth Equity Services bought 58,002 Overlay Shares Hedged Large Cap Equity ETF shares in Q3 2026, an estimated $2.44M.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q3 2026, its #785 holding.
  • Commonwealth Equity Services first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.