Hoover Financial Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$279K Buy
10,534
+81
+0.8% +$2.12K 0.05% 100
2021
Q1
$272K Buy
10,453
+5,197
+99% +$135K 0.05% 98
2020
Q4
$136K Buy
+5,256
New +$135K 0.03% 145

Other funds holding OVM

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

Hoover Financial Advisors increased its Overlay Shares Municipal Bond ETF (OVM) stake by 0.77% in Q2 2021, buying an estimated $2.12K and bringing the position to 10,534 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #100.

Hoover Financial Advisors first reported a position in OVM in Q4 2020 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold OVM as of Q2 2021.

  • Hoover Financial Advisors held 10,534 shares of Overlay Shares Municipal Bond ETF worth $279K as of Q2 2021.
  • Hoover Financial Advisors bought 81 Overlay Shares Municipal Bond ETF shares in Q2 2021, an estimated $2.12K.
  • Overlay Shares Municipal Bond ETF made up 0.05% of Hoover Financial Advisors's portfolio in Q2 2021, its #100 holding.
  • Hoover Financial Advisors first reported a position in Overlay Shares Municipal Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2021.

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