Envestnet Asset Management
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Envestnet Asset Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Envestnet Asset Management’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Buy
9,971
+278
+3% +$5.86K ﹤0.01% 4214
2025
Q1 		$207K Buy
+9,693
New +$207K ﹤0.01% 4121