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

HRT 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
2024 Q3	–	Sell	-16,592	Closed	-$368K	–	2939
2024 Q2	$368K	Buy	+16,592	New	+$363K	﹤0.01%	1429

Other funds holding OVT

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial's OVT Position: Q3 2024 in Review

HRT Financial sold out of Overlay Shares Short Term Bond ETF (OVT) in Q3 2024, closing a stake of 16,592 shares — an estimated $368K sold.

HRT Financial first reported a position in OVT in Q2 2024 and held it in 1 quarter. The position peaked at $368K in Q2 2024. 9 funds tracked by Wall St. Rank hold OVT as of Q3 2024.

HRT Financial reported no remaining Overlay Shares Short Term Bond ETF position as of Q3 2024 after selling out during the quarter.
HRT Financial sold 16,592 Overlay Shares Short Term Bond ETF shares in Q3 2024, an estimated $368K.
HRT Financial first reported a position in Overlay Shares Short Term Bond ETF in Q2 2024 and held it in 1 quarter.
HRT Financial's Overlay Shares Short Term Bond ETF position peaked at $368K in Q2 2024.
9 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2024.

Based on HRT Financial's 13F filing for Q3 2024, filed 12 Nov 2024.