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Holcombe Financial’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Holcombe Financial’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8M Buy
484,707
+2,339
+0.5% +$52K 8.12% 6
2025
Q1 		$10.6M Sell
482,368
-17,126
-3% -$378K 8.84% 5
2024
Q4 		$11M Buy
+499,494
New +$11M 9.03% 4