Global Retirement Partners’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Global Retirement Partners’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	$114K	Buy	+5,242	New	+$115K	﹤0.01%	1972

Other funds holding OVT

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Global Retirement Partners's OVT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q2 2026: 5,242 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #1972 among its holdings.

16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

Global Retirement Partners held 5,242 shares of Overlay Shares Short Term Bond ETF worth $114K as of Q2 2026.
Overlay Shares Short Term Bond ETF was a new Global Retirement Partners position in Q2 2026.
Overlay Shares Short Term Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1972 holding.
16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.