EWM
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Evolution Wealth Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

Evolution Wealth Management’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.44M Buy
217,195
+39,290
+22% +$808K 2.61% 8
2026
Q1 		$3.66M Buy
177,905
+57,985
+48% +$1.2M 2.67% 6
2025
Q4 		$2.46M Buy
119,920
+25,263
+27% +$523K 2.04% 6
2025
Q3 		$1.97M Buy
94,657
+4,612
+5% +$94.6K 2.02% 9
2025
Q2 		$1.85M Buy
+90,045
New +$1.81M 2.28% 6

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Evolution Wealth Management's OVB Position: Q2 2026 in Review

Evolution Wealth Management increased its Overlay Shares Core Bond ETF (OVB) stake by 22% in Q2 2026, buying an estimated $808K and bringing the position to 217,195 shares worth $4.44M. The position accounts for 2.61% of the portfolio, ranked #8.

Evolution Wealth Management first reported a position in OVB in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • Evolution Wealth Management held 217,195 shares of Overlay Shares Core Bond ETF worth $4.44M as of Q2 2026.
  • Evolution Wealth Management bought 39,290 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $808K.
  • Overlay Shares Core Bond ETF made up 2.61% of Evolution Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.