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HB Wealth Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

HB Wealth Management’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,351
Closed -$239K – 753
2023
Q1 		$239K Buy
11,351
+48
+0.4% +$997 ﹤0.01% 612
2022
Q4 		$229K Buy
+11,303
New +$230K ﹤0.01% 606

Other funds holding OVB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RFA
Resurgent Financial Advisors Atlanta, Georgia $277M AUM 21.5% 1-Year Est. Return

HB Wealth Management's OVB Position: Q2 2023 in Review

HB Wealth Management sold out of Overlay Shares Core Bond ETF (OVB) in Q2 2023, closing a stake of 11,351 shares — an estimated $239K sold.

HB Wealth Management first reported a position in OVB in Q4 2022 and held it in 2 quarters. The position peaked at $239K in Q1 2023. 14 funds tracked by Wall St. Rank hold OVB as of Q2 2023.

  • HB Wealth Management reported no remaining Overlay Shares Core Bond ETF position as of Q2 2023 after selling out during the quarter.
  • HB Wealth Management sold 11,351 Overlay Shares Core Bond ETF shares in Q2 2023, an estimated $239K.
  • HB Wealth Management first reported a position in Overlay Shares Core Bond ETF in Q4 2022 and held it in 2 quarters.
  • HB Wealth Management's Overlay Shares Core Bond ETF position peaked at $239K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2023.

Based on HB Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.