EWM
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Evolution Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Evolution Wealth Management’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
Q1 		$2.11M Sell
42,043
-1,110
-3% -$58.7K 1.55% 16
2025
Q4 		$2.3M Sell
43,153
-1,775
-4% -$93.7K 1.9% 7
2025
Q3 		$2.35M Sell
44,928
-10,593
-19% -$531K 2.41% 7
2025
Q2 		$2.68M Buy
+55,521
New +$2.46M 3.3% 4

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Evolution Wealth Management's OVL Position: Q1 2026 in Review

Evolution Wealth Management reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 2.6% in Q1 2026, selling an estimated $58.7K and leaving 42,043 shares worth $2.11M. The position accounts for 1.55% of the portfolio, ranked #16.

Evolution Wealth Management first reported a position in OVL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q2 2025. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • Evolution Wealth Management held 42,043 shares of Overlay Shares Large Cap Equity ETF worth $2.11M as of Q1 2026.
  • Evolution Wealth Management sold 1,110 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $58.7K.
  • Overlay Shares Large Cap Equity ETF made up 1.55% of Evolution Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Overlay Shares Large Cap Equity ETF position peaked at $2.68M in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.