EWM
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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
Q2 		$5.45K Sell
172
-312
-64% -$9.82K ﹤0.01% 688
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
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evolution Wealth Management reduced its Overlay Shares Foreign Equity ETF (OVF) stake by 64% in Q2 2026, selling an estimated $9.82K and leaving 172 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Evolution Wealth Management first reported a position in OVF in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.2K in Q1 2026. 10 funds tracked by Wall St. Rank hold OVF as of Q2 2026.

  • Evolution Wealth Management held 172 shares of Overlay Shares Foreign Equity ETF worth $5.45K as of Q2 2026.
  • Evolution Wealth Management sold 312 Overlay Shares Foreign Equity ETF shares in Q2 2026, an estimated $9.82K.
  • Overlay Shares Foreign Equity ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #688 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Foreign Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Overlay Shares Foreign Equity ETF position peaked at $14.2K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q2 2026.

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