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
Q2 		$2.07M Sell
36,489
-5,554
-13% -$309K 1.21% 17
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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

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

Evolution Wealth Management reduced its Overlay Shares Large Cap Equity ETF (OVL) stake by 13% in Q2 2026, selling an estimated $309K and leaving 36,489 shares worth $2.07M. The position accounts for 1.21% of the portfolio, ranked #17.

Evolution Wealth Management first reported a position in OVL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.68M in Q2 2025. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Evolution Wealth Management held 36,489 shares of Overlay Shares Large Cap Equity ETF worth $2.07M as of Q2 2026.
  • Evolution Wealth Management sold 5,554 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $309K.
  • Overlay Shares Large Cap Equity ETF made up 1.21% of Evolution Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Overlay Shares Large Cap Equity ETF position peaked at $2.68M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

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