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 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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Creative Planning's OVL Position: Q1 2026 in Review

Creative Planning reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 1.2% in Q1 2026, selling an estimated $2.59K and leaving 4,073 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

Creative Planning first reported a position in OVL in Q1 2024 and has held it in 4 quarters since. The position peaked at $246K in Q1 2024. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

Creative Planning held 4,073 shares of Overlay Shares Large Cap Equity ETF worth $205K as of Q1 2026.
Creative Planning sold 49 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $2.59K.
Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3718 holding.
Creative Planning first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2024 and has held it in 4 quarters since.
Creative Planning's Overlay Shares Large Cap Equity ETF position peaked at $246K in Q1 2024.
36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.