Creative Planning
OVL icon

Creative Planning’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Creative Planning’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,073
Closed -$205K – 4377
2026
Q1 		$205K Sell
4,073
-49
-1% -$2.59K ﹤0.01% 3718
2025
Q4 		$219K Sell
4,122
-183
-4% -$9.66K ﹤0.01% 3481
2025
Q3 		$225K Buy
+4,305
New +$216K ﹤0.01% 3372
2024
Q2 		– Sell
-5,783
Closed -$246K – 3142
2024
Q1 		$246K Buy
+5,783
New +$231K ﹤0.01% 2414

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Creative Planning's OVL Position: Q2 2026 in Review

Creative Planning sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026, closing a stake of 4,073 shares — an estimated $205K sold.

Creative Planning first reported a position in OVL in Q1 2024 and held it in 4 quarters. The position peaked at $246K in Q1 2024. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Creative Planning reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 4,073 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $205K.
  • Creative Planning first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2024 and held it in 4 quarters.
  • Creative Planning's Overlay Shares Large Cap Equity ETF position peaked at $246K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.