EWM
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
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

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
OA
Oasis Advisors Forest City, Iowa $154M AUM
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Evolution Wealth Management increased its Overlay Shares Short Term Bond ETF (OVT) stake by 29% in Q2 2026, buying an estimated $172K and bringing the position to 34,904 shares worth $762K. The position accounts for 0.45% of the portfolio, ranked #44.

Evolution Wealth Management first reported a position in OVT in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • Evolution Wealth Management held 34,904 shares of Overlay Shares Short Term Bond ETF worth $762K as of Q2 2026.
  • Evolution Wealth Management bought 7,823 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $172K.
  • Overlay Shares Short Term Bond ETF made up 0.45% of Evolution Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Evolution Wealth Management first reported a position in Overlay Shares Short Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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