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Elevation Advisory Partners’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Elevation Advisory Partners’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
-6,156
Closed -$336K – 76
2026
Q1 		$336K Buy
+6,156
New +$326K 0.31% 54

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
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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

Elevation Advisory Partners's OVL Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026, closing a stake of 6,156 shares — an estimated $336K sold.

Elevation Advisory Partners first reported a position in OVL in Q1 2026 and held it in 1 quarter. The position peaked at $336K in Q1 2026. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Elevation Advisory Partners reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 6,156 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $336K.
  • Elevation Advisory Partners first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's Overlay Shares Large Cap Equity ETF position peaked at $336K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.