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Hoover Financial Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

Hoover Financial Advisors’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$2.95M Sell
112,252
-19,084
-15% -$494K 0.53% 32
2021
Q1 		$3.38M Buy
131,336
+122,515
+1,389% +$3.19M 0.63% 29
2020
Q4 		$231K Buy
+8,821
New +$232K 0.06% 100

Other funds holding OVB

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

Hoover Financial Advisors's OVB Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Overlay Shares Core Bond ETF (OVB) stake by 15% in Q2 2021, selling an estimated $494K and leaving 112,252 shares worth $2.95M. The position accounts for 0.53% of the portfolio, ranked #32.

Hoover Financial Advisors first reported a position in OVB in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.38M in Q1 2021. 15 funds tracked by Wall St. Rank hold OVB as of Q2 2021.

  • Hoover Financial Advisors held 112,252 shares of Overlay Shares Core Bond ETF worth $2.95M as of Q2 2021.
  • Hoover Financial Advisors sold 19,084 Overlay Shares Core Bond ETF shares in Q2 2021, an estimated $494K.
  • Overlay Shares Core Bond ETF made up 0.53% of Hoover Financial Advisors's portfolio in Q2 2021, its #32 holding.
  • Hoover Financial Advisors first reported a position in Overlay Shares Core Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Overlay Shares Core Bond ETF position peaked at $3.38M in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.