HighTower Advisors
OVM icon

HighTower Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

HighTower Advisors’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,511
Closed -$210K – 3899
2023
Q4 		$210K Sell
9,511
-958
-9% -$20.3K ﹤0.01% 2975
2023
Q3 		$220K Buy
+10,469
New +$227K ﹤0.01% 2835
2023
Q2 		– Sell
-26,967
Closed -$599K – 3616
2023
Q1 		$599K Buy
+26,967
New +$592K ﹤0.01% 1991
2022
Q4 		– Sell
-34,629
Closed -$728K – 3460
2022
Q3 		$728K Buy
34,629
+231
+0.7% +$5.15K ﹤0.01% 1792
2022
Q2 		$770K Sell
34,398
-3,901
-10% -$88.2K ﹤0.01% 1798
2022
Q1 		$908K Buy
38,299
+10,597
+38% +$258K ﹤0.01% 1815
2021
Q4 		$701K Buy
27,702
+3,939
+17% +$102K ﹤0.01% 1949
2021
Q3 		$617K Buy
23,763
+8,187
+53% +$216K ﹤0.01% 1933
2021
Q2 		$412K Buy
15,576
+4,024
+35% +$105K ﹤0.01% 2162
2021
Q1 		$299K Buy
+11,552
New +$299K ﹤0.01% 2301

Other funds holding OVM

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

HighTower Advisors's OVM Position: Q1 2024 in Review

HighTower Advisors sold out of Overlay Shares Municipal Bond ETF (OVM) in Q1 2024, closing a stake of 9,511 shares — an estimated $210K sold.

HighTower Advisors first reported a position in OVM in Q1 2021 and held it in 10 quarters. The position peaked at $908K in Q1 2022. 6 funds tracked by Wall St. Rank hold OVM as of Q1 2024.

  • HighTower Advisors reported no remaining Overlay Shares Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 9,511 Overlay Shares Municipal Bond ETF shares in Q1 2024, an estimated $210K.
  • HighTower Advisors first reported a position in Overlay Shares Municipal Bond ETF in Q1 2021 and held it in 10 quarters.
  • HighTower Advisors's Overlay Shares Municipal Bond ETF position peaked at $908K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.