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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Buy
534,387
+7,921
+2% +$174K 6.58% 6
2026
Q1 		$11.5M Buy
526,466
+25,383
+5% +$560K 6.78% 7
2025
Q4 		$11M Buy
501,083
+1,394
+0.3% +$30.9K 6.92% 7
2025
Q3 		$11.2M Buy
499,689
+14,982
+3% +$332K 7.81% 5
2025
Q2 		$10.8M Buy
484,707
+2,339
+0.5% +$50.9K 8.12% 6
2025
Q1 		$10.6M Sell
482,368
-17,126
-3% -$379K 8.84% 5
2024
Q4 		$11M Buy
+499,494
New +$11.2M 9.03% 4

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Holcombe Financial's OVT Position: Q2 2026 in Review

Holcombe Financial increased its Overlay Shares Short Term Bond ETF (OVT) stake by 1.5% in Q2 2026, buying an estimated $174K and bringing the position to 534,387 shares worth $11.7M. The position accounts for 6.58% of the portfolio, ranked #6.

Holcombe Financial first reported a position in OVT in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • Holcombe Financial held 534,387 shares of Overlay Shares Short Term Bond ETF worth $11.7M as of Q2 2026.
  • Holcombe Financial bought 7,921 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $174K.
  • Overlay Shares Short Term Bond ETF made up 6.58% of Holcombe Financial's portfolio in Q2 2026, its #6 holding.
  • Holcombe Financial first reported a position in Overlay Shares Short Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.