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

HB Wealth 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
Q1 		– Sell
-7,000
Closed -$284K – 613
2021
Q4 		$284K Buy
+7,000
New +$277K 0.01% 401

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HB Wealth Management's OVL Position: Q1 2022 in Review

HB Wealth Management sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2022, closing a stake of 7,000 shares — an estimated $284K sold.

HB Wealth Management first reported a position in OVL in Q4 2021 and held it in 1 quarter. The position peaked at $284K in Q4 2021. 22 funds tracked by Wall St. Rank hold OVL as of Q1 2022.

  • HB Wealth Management reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • HB Wealth Management sold 7,000 Overlay Shares Large Cap Equity ETF shares in Q1 2022, an estimated $284K.
  • HB Wealth Management first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • HB Wealth Management's Overlay Shares Large Cap Equity ETF position peaked at $284K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2022.

Based on HB Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.