IA
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IFP Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

IFP 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
2026
Q2 		$27.3K Sell
1,336
-2,853
-68% -$58.7K ﹤0.01% 2769
2026
Q1 		$86.1K Buy
4,189
+2
+0% +$41 ﹤0.01% 1939
2025
Q4 		$85.9K Buy
4,187
+3
+0.1% +$62 ﹤0.01% 1889
2025
Q3 		$87.2K Sell
4,184
-22,719
-84% -$466K ﹤0.01% 1769
2025
Q2 		$552K Sell
26,903
-58,801
-69% -$1.18M 0.02% 794
2025
Q1 		$1.76M Buy
85,704
+9,019
+12% +$185K 0.05% 386
2024
Q4 		$1.55M Buy
76,685
+1,792
+2% +$37.3K 0.05% 408
2024
Q3 		$1.62M Sell
74,893
-2,018
-3% -$42.6K 0.06% 352
2024
Q2 		$1.59M Buy
76,911
+5,361
+7% +$109K 0.06% 317
2024
Q1 		$1.5M Sell
71,550
-5,674
-7% -$117K 0.07% 314
2023
Q4 		$1.59M Sell
77,224
-2,895
-4% -$57.1K 0.08% 288
2023
Q3 		$1.57M Buy
80,119
+8,169
+11% +$165K 0.07% 291
2023
Q2 		$1.49M Buy
71,950
+4,856
+7% +$101K 0.06% 323
2023
Q1 		$1.68M Sell
67,094
-45,003
-40% -$935K 0.07% 267
2022
Q4 		$2.81M Sell
112,097
-44,914
-29% -$915K 0.08% 279
2022
Q3 		$3.94M Buy
157,011
+472
+0.3% +$10.2K 0.1% 203
2022
Q2 		$3.93M Hold
156,539
– – 0.13% 177
2022
Q1 		$3.93M Buy
156,539
+109,379
+232% +$2.66M 0.13% 177
2021
Q4 		$1.2M Buy
47,160
+38,624
+452% +$999K 0.02% 363
2021
Q3 		$223K Buy
8,536
+2,037
+31% +$53.6K ﹤0.01% 907
2021
Q2 		$170K Buy
6,499
+5,568
+598% +$144K ﹤0.01% 983
2021
Q1 		$24K Buy
+931
New +$24.2K ﹤0.01% 1773

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M 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
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFP Advisors's OVB Position: Q2 2026 in Review

IFP Advisors reduced its Overlay Shares Core Bond ETF (OVB) stake by 68% in Q2 2026, selling an estimated $58.7K and leaving 1,336 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

IFP Advisors first reported a position in OVB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.94M in Q3 2022. 10 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • IFP Advisors held 1,336 shares of Overlay Shares Core Bond ETF worth $27.3K as of Q2 2026.
  • IFP Advisors sold 2,853 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $58.7K.
  • Overlay Shares Core Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2769 holding.
  • IFP Advisors first reported a position in Overlay Shares Core Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • IFP Advisors's Overlay Shares Core Bond ETF position peaked at $3.94M in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.