Global Retirement Partners
OVT icon

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
Q3 		$111K Hold
5,242
– – ﹤0.01% 2135
2026
Q2 		$114K Buy
+5,242
New +$115K ﹤0.01% 1972

Other funds holding OVT

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's OVT Position: Q3 2026 in Review

Global Retirement Partners held its Overlay Shares Short Term Bond ETF (OVT) position steady in Q3 2026 at 5,242 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Global Retirement Partners first reported a position in OVT in Q2 2026 and has held it in 2 quarters since. The position peaked at $114K in Q2 2026. 13 funds tracked by Wall St. Rank hold OVT as of Q3 2026.

  • Global Retirement Partners held 5,242 shares of Overlay Shares Short Term Bond ETF worth $111K as of Q3 2026.
  • Global Retirement Partners left its Overlay Shares Short Term Bond ETF share count unchanged in Q3 2026.
  • Overlay Shares Short Term Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #2135 holding.
  • Global Retirement Partners first reported a position in Overlay Shares Short Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Global Retirement Partners's Overlay Shares Short Term Bond ETF position peaked at $114K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.