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Farther Finance Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Farther Finance Advisors’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
2025
Q2 		– Sell
-1,577
Closed -$33.7K – 4621
2025
Q1 		$33.7K Hold
1,577
– – ﹤0.01% 2105
2024
Q4 		$34.3K Sell
1,577
-2,584
-62% -$57.5K ﹤0.01% 1839
2024
Q3 		$94.3K Buy
4,161
+548
+15% +$12.2K ﹤0.01% 1330
2024
Q2 		$80.1K Buy
+3,613
New +$79.4K ﹤0.01% 1225

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SJGA
Stephen J. Garry & Associates Garden City, New York $137M AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farther Finance Advisors's OVM Position: Q2 2025 in Review

Farther Finance Advisors sold out of Overlay Shares Municipal Bond ETF (OVM) in Q2 2025, closing a stake of 1,577 shares — an estimated $33.7K sold.

Farther Finance Advisors first reported a position in OVM in Q2 2024 and held it in 4 quarters. The position peaked at $94.3K in Q3 2024. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2025.

  • Farther Finance Advisors reported no remaining Overlay Shares Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 1,577 Overlay Shares Municipal Bond ETF shares in Q2 2025, an estimated $33.7K.
  • Farther Finance Advisors first reported a position in Overlay Shares Municipal Bond ETF in Q2 2024 and held it in 4 quarters.
  • Farther Finance Advisors's Overlay Shares Municipal Bond ETF position peaked at $94.3K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.