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GM Advisory Group’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

GM Advisory Group’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
2025
Q2 		– Sell
-5,104
Closed -$224K – 304
2025
Q1 		$224K Buy
+5,104
New +$238K 0.01% 243

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

GM Advisory Group's OVL Position: Q2 2025 in Review

GM Advisory Group sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2025, closing a stake of 5,104 shares — an estimated $224K sold.

GM Advisory Group first reported a position in OVL in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 33 funds tracked by Wall St. Rank hold OVL as of Q2 2025.

  • GM Advisory Group reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • GM Advisory Group sold 5,104 Overlay Shares Large Cap Equity ETF shares in Q2 2025, an estimated $224K.
  • GM Advisory Group first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • GM Advisory Group's Overlay Shares Large Cap Equity ETF position peaked at $224K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2025.

Based on GM Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.