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

Evolution Wealth Management’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.1K Hold
1,247
– – 0.03% 307
2026
Q1 		$47.2K Buy
1,247
+28
+2% +$1.1K 0.03% 285
2025
Q4 		$48K Buy
1,219
+646
+113% +$25.4K 0.04% 253
2025
Q3 		$22.3K Sell
573
-164
-22% -$6.2K 0.02% 288
2025
Q2 		$27.2K Buy
+737
New +$25.6K 0.03% 244

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Evolution Wealth Management held its Overlay Shares Hedged Large Cap Equity ETF (OVLH) position steady in Q2 2026 at 1,247 shares worth $52.1K. The position accounts for 0.03% of the portfolio, ranked #307.

Evolution Wealth Management first reported a position in OVLH in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Evolution Wealth Management held 1,247 shares of Overlay Shares Hedged Large Cap Equity ETF worth $52.1K as of Q2 2026.
  • Evolution Wealth Management left its Overlay Shares Hedged Large Cap Equity ETF share count unchanged in Q2 2026.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

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