Evolution Wealth Management’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History

Evolution Wealth Management’s Portfolio OVS Stock Details OVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.95K	Hold	191	–	–	0.01%	563
2025 Q4	$6.81K	Buy	+191	New	+$6.81K	0.01%	494

Other funds holding OVS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Evolution Wealth Management held its Overlay Shares Small Cap Equity ETF (OVS) position steady in Q1 2026 at 191 shares worth $6.95K. The position accounts for 0.01% of the portfolio, ranked #563.

Evolution Wealth Management first reported a position in OVS in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold OVS as of Q1 2026.

Evolution Wealth Management held 191 shares of Overlay Shares Small Cap Equity ETF worth $6.95K as of Q1 2026.
Evolution Wealth Management left its Overlay Shares Small Cap Equity ETF share count unchanged in Q1 2026.
Overlay Shares Small Cap Equity ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #563 holding.
Evolution Wealth Management first reported a position in Overlay Shares Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Overlay Shares Small Cap Equity ETF as of Q1 2026.

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