Holcombe Financial
OVT icon

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
Q3 		$11.7M Buy
552,729
+18,342
+3% +$397K 6.48% 6
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

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Holcombe Financial's OVT Position: Q3 2026 in Review

Holcombe Financial increased its Overlay Shares Short Term Bond ETF (OVT) stake by 3.4% in Q3 2026, buying an estimated $397K and bringing the position to 552,729 shares worth $11.7M. The position accounts for 6.48% of the portfolio, ranked #6.

Holcombe Financial first reported a position in OVT in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold OVT as of Q3 2026.

  • Holcombe Financial held 552,729 shares of Overlay Shares Short Term Bond ETF worth $11.7M as of Q3 2026.
  • Holcombe Financial bought 18,342 Overlay Shares Short Term Bond ETF shares in Q3 2026, an estimated $397K.
  • Overlay Shares Short Term Bond ETF made up 6.48% of Holcombe Financial's portfolio in Q3 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 8 quarters since.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.