EWM
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Evolution Wealth Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Evolution Wealth Management’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Buy
21,607
+21,116
+4,301% +$459K 0.28% 64
2026
Q1 		$10.5K Hold
491
– – 0.01% 507
2025
Q4 		$10.5K Hold
491
– – 0.01% 440
2025
Q3 		$10.6K Hold
491
– – 0.01% 368
2025
Q2 		$10.4K Buy
+491
New +$10.2K 0.01% 355

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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 OVM Position: Q2 2026 in Review

Evolution Wealth Management increased its Overlay Shares Municipal Bond ETF (OVM) stake by 4,301% in Q2 2026, buying an estimated $459K and bringing the position to 21,607 shares worth $471K. The position accounts for 0.28% of the portfolio, ranked #64.

Evolution Wealth Management first reported a position in OVM in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • Evolution Wealth Management held 21,607 shares of Overlay Shares Municipal Bond ETF worth $471K as of Q2 2026.
  • Evolution Wealth Management bought 21,116 Overlay Shares Municipal Bond ETF shares in Q2 2026, an estimated $459K.
  • Overlay Shares Municipal Bond ETF made up 0.28% of Evolution Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

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