Evolution Wealth Management
OVB icon

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
Q3 		$5M Buy
257,921
+40,726
+19% +$818K 2.88% 7
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

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Ethos Capital Management
Ethos Capital Management Newtown, Pennsylvania $150M AUM 34.52% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Evolution Wealth Management's OVB Position: Q3 2026 in Review

Evolution Wealth Management increased its Overlay Shares Core Bond ETF (OVB) stake by 19% in Q3 2026, buying an estimated $818K and bringing the position to 257,921 shares worth $5M. The position accounts for 2.88% of the portfolio, ranked #7.

Evolution Wealth Management first reported a position in OVB in Q2 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold OVB as of Q3 2026.

  • Evolution Wealth Management held 257,921 shares of Overlay Shares Core Bond ETF worth $5M as of Q3 2026.
  • Evolution Wealth Management bought 40,726 Overlay Shares Core Bond ETF shares in Q3 2026, an estimated $818K.
  • Overlay Shares Core Bond ETF made up 2.88% of Evolution Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Core Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.