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

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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.