EverSource Wealth Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

EverSource Wealth Advisors’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 Q3	$56.3K	Buy	+1,000	New	+$57K	﹤0.01%	1723

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

EverSource Wealth Advisors's OVL Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q3 2026: 1,000 shares worth $56.3K. The stake represents ﹤0.01% of the portfolio and ranks #1723 among its holdings.

21 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

EverSource Wealth Advisors held 1,000 shares of Overlay Shares Large Cap Equity ETF worth $56.3K as of Q3 2026.
Overlay Shares Large Cap Equity ETF was a new EverSource Wealth Advisors position in Q3 2026.
Overlay Shares Large Cap Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1723 holding.
21 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.