Envestnet Asset Management
OVLH icon

Envestnet Asset Management’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Envestnet Asset Management’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
5,981
-41
-0.7% -$1.68K ﹤0.01% 4533
2026
Q1 		$228K Buy
+6,022
New +$236K ﹤0.01% 4436
2025
Q4 		– Sell
-5,653
Closed -$220K – 4615
2025
Q3 		$220K Buy
+5,653
New +$214K ﹤0.01% 4273

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Envestnet Asset Management's OVLH Position: Q2 2026 in Review

Envestnet Asset Management reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 0.68% in Q2 2026, selling an estimated $1.68K and leaving 5,981 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #4533.

Envestnet Asset Management first reported a position in OVLH in Q3 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Envestnet Asset Management held 5,981 shares of Overlay Shares Hedged Large Cap Equity ETF worth $250K as of Q2 2026.
  • Envestnet Asset Management sold 41 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $1.68K.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4533 holding.
  • Envestnet Asset Management first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.