FAM
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Family Asset Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Family Asset 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
2023
Q3 		– Sell
-3,114
Closed -$68.9K – 192
2023
Q2 		$68.9K Hold
3,114
– – 0.05% 132
2023
Q1 		$69.3K Hold
3,114
– – 0.05% 125
2022
Q4 		$67.2K Buy
+3,114
New +$66.8K 0.06% 113

Other funds holding OVM

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Family Asset Management's OVM Position: Q3 2023 in Review

Family Asset Management sold out of Overlay Shares Municipal Bond ETF (OVM) in Q3 2023, closing a stake of 3,114 shares — an estimated $68.9K sold.

Family Asset Management first reported a position in OVM in Q4 2022 and held it in 3 quarters. The position peaked at $69.3K in Q1 2023. 9 funds tracked by Wall St. Rank hold OVM as of Q3 2023.

  • Family Asset Management reported no remaining Overlay Shares Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Family Asset Management sold 3,114 Overlay Shares Municipal Bond ETF shares in Q3 2023, an estimated $68.9K.
  • Family Asset Management first reported a position in Overlay Shares Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
  • Family Asset Management's Overlay Shares Municipal Bond ETF position peaked at $69.3K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q3 2023.

Based on Family Asset Management's 13F filing for Q3 2023, filed 2 Nov 2023.