EWM
OVF icon

Evolution Wealth Management’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

Evolution Wealth Management’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2K Hold
484
– – 0.01% 469
2025
Q4 		$14.2K Buy
+484
New +$14.2K 0.01% 400

Other funds holding OVF

AA
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JWWM
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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return