HighTower Advisors
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HighTower Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

HighTower Advisors’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
2025
Q3 		– Sell
-527,393
Closed -$10.8M – 3997
2025
Q2 		$10.8M Buy
527,393
+1,762
+0.3% +$35.4K 0.01% 765
2025
Q1 		$10.8M Buy
525,631
+44,863
+9% +$919K 0.01% 734
2024
Q4 		$9.72M Buy
480,768
+7,739
+2% +$161K 0.01% 763
2024
Q3 		$10.2M Buy
473,029
+37,984
+9% +$802K 0.01% 742
2024
Q2 		$8.98M Buy
435,045
+13,568
+3% +$276K 0.01% 765
2024
Q1 		$8.81M Buy
421,477
+14,183
+3% +$292K 0.01% 743
2023
Q4 		$8.34M Sell
407,294
-28,070
-6% -$554K 0.01% 755
2023
Q3 		$8.52M Buy
435,364
+49,338
+13% +$999K 0.02% 724
2023
Q2 		$7.98M Sell
386,026
-1,145
-0.3% -$23.8K 0.02% 726
2023
Q1 		$8.13M Buy
387,171
+101,130
+35% +$2.1M 0.02% 688
2022
Q4 		$5.8M Sell
286,041
-112,876
-28% -$2.3M 0.01% 792
2022
Q3 		$8.06M Sell
398,917
-192,648
-33% -$4.18M 0.02% 638
2022
Q2 		$13M Sell
591,565
-36,532
-6% -$815K 0.03% 481
2022
Q1 		$14.9M Buy
628,097
+585,776
+1,384% +$14.2M 0.03% 480
2021
Q4 		$1.08M Buy
42,321
+1,884
+5% +$48.7K ﹤0.01% 1724
2021
Q3 		$1.05M Buy
40,437
+2,188
+6% +$57.6K ﹤0.01% 1626
2021
Q2 		$995K Buy
+38,249
New +$990K ﹤0.01% 1641

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HighTower Advisors's OVB Position: Q3 2025 in Review

HighTower Advisors sold out of Overlay Shares Core Bond ETF (OVB) in Q3 2025, closing a stake of 527,393 shares — an estimated $10.8M sold.

HighTower Advisors first reported a position in OVB in Q2 2021 and held it in 17 quarters. The position peaked at $14.9M in Q1 2022. 14 funds tracked by Wall St. Rank hold OVB as of Q3 2025.

  • HighTower Advisors reported no remaining Overlay Shares Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • HighTower Advisors sold 527,393 Overlay Shares Core Bond ETF shares in Q3 2025, an estimated $10.8M.
  • HighTower Advisors first reported a position in Overlay Shares Core Bond ETF in Q2 2021 and held it in 17 quarters.
  • HighTower Advisors's Overlay Shares Core Bond ETF position peaked at $14.9M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.