Envestnet Asset Management
OVM icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,971
Closed -$210K – 4630
2025
Q2 		$210K Buy
9,971
+278
+3% +$5.78K ﹤0.01% 4214
2025
Q1 		$207K Buy
+9,693
New +$211K ﹤0.01% 4121

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Envestnet Asset Management's OVM Position: Q3 2025 in Review

Envestnet Asset Management sold out of Overlay Shares Municipal Bond ETF (OVM) in Q3 2025, closing a stake of 9,971 shares — an estimated $210K sold.

Envestnet Asset Management first reported a position in OVM in Q1 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 8 funds tracked by Wall St. Rank hold OVM as of Q3 2025.

  • Envestnet Asset Management reported no remaining Overlay Shares Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 9,971 Overlay Shares Municipal Bond ETF shares in Q3 2025, an estimated $210K.
  • Envestnet Asset Management first reported a position in Overlay Shares Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Envestnet Asset Management's Overlay Shares Municipal Bond ETF position peaked at $210K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.