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

Diversified’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
2021
Q1 		– Sell
-4,367
Closed -$126K – 256
2020
Q4 		$126K Buy
+4,367
New +$133K 0.11% 118

Other funds holding OVL

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Diversified's OVL Position: Q1 2021 in Review

Diversified sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2021, closing a stake of 4,367 shares — an estimated $126K sold.

Diversified first reported a position in OVL in Q4 2020 and held it in 1 quarter. The position peaked at $126K in Q4 2020. 12 funds tracked by Wall St. Rank hold OVL as of Q1 2021.

  • Diversified reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 4,367 Overlay Shares Large Cap Equity ETF shares in Q1 2021, an estimated $126K.
  • Diversified first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2020 and held it in 1 quarter.
  • Diversified's Overlay Shares Large Cap Equity ETF position peaked at $126K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.