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Fulcrum Equity Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Fulcrum Equity Management’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,828
Closed -$262K – 103
2022
Q1 		$262K Sell
6,828
-1,531
-18% -$57.6K 0.16% 89
2021
Q4 		$340K Buy
8,359
+1,467
+21% +$58.1K 0.13% 113
2021
Q3 		$256K Buy
+6,892
New +$264K 0.1% 149
2020
Q3 		– Sell
-18,029
Closed -$475K – 164
2020
Q2 		$475K Buy
+18,029
New +$444K 0.22% 83

Other funds holding OVL

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fulcrum Equity Management's OVL Position: Q2 2022 in Review

Fulcrum Equity Management sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2022, closing a stake of 6,828 shares — an estimated $262K sold.

Fulcrum Equity Management first reported a position in OVL in Q2 2020 and held it in 4 quarters. The position peaked at $475K in Q2 2020. 21 funds tracked by Wall St. Rank hold OVL as of Q2 2022.

  • Fulcrum Equity Management reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 6,828 Overlay Shares Large Cap Equity ETF shares in Q2 2022, an estimated $262K.
  • Fulcrum Equity Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2020 and held it in 4 quarters.
  • Fulcrum Equity Management's Overlay Shares Large Cap Equity ETF position peaked at $475K in Q2 2020.
  • 21 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.