Evolution Wealth Management
OVT icon

Evolution Wealth Management’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Evolution Wealth Management’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$882K Buy
41,582
+6,678
+19% +$145K 0.51% 36
2026
Q2 		$762K Buy
34,904
+7,823
+29% +$172K 0.45% 44
2026
Q1 		$593K Buy
27,081
+11,007
+68% +$243K 0.43% 42
2025
Q4 		$353K Sell
16,074
-1,340
-8% -$29.8K 0.29% 67
2025
Q3 		$390K Buy
17,414
+3,202
+23% +$70.9K 0.4% 48
2025
Q2 		$316K Buy
+14,212
New +$309K 0.39% 47

Other funds holding OVT

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Evolution Wealth Management's OVT Position: Q3 2026 in Review

Evolution Wealth Management increased its Overlay Shares Short Term Bond ETF (OVT) stake by 19% in Q3 2026, buying an estimated $145K and bringing the position to 41,582 shares worth $882K. The position accounts for 0.51% of the portfolio, ranked #36.

Evolution Wealth Management first reported a position in OVT in Q2 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold OVT as of Q3 2026.

  • Evolution Wealth Management held 41,582 shares of Overlay Shares Short Term Bond ETF worth $882K as of Q3 2026.
  • Evolution Wealth Management bought 6,678 Overlay Shares Short Term Bond ETF shares in Q3 2026, an estimated $145K.
  • Overlay Shares Short Term Bond ETF made up 0.51% of Evolution Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Short Term Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.