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IFP Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

IFP Advisors’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,955
Closed -$104K – 5118
2025
Q4 		$104K Sell
1,955
-649
-25% -$34.3K ﹤0.01% 1763
2025
Q3 		$136K Sell
2,604
-2,559
-50% -$128K ﹤0.01% 1495
2025
Q2 		$249K Buy
5,163
+1,496
+41% +$66.3K 0.01% 1159
2025
Q1 		$161K Buy
+3,667
New +$171K 0.01% 1277
2023
Q3 		– Sell
-200
Closed -$7.18K – 3482
2023
Q2 		$7.18K Sell
200
-600
-75% -$20.2K ﹤0.01% 2410
2023
Q1 		$19.8K Buy
800
+56
+8% +$1.79K ﹤0.01% 2031
2022
Q4 		$18K Sell
744
-159,685
-100% -$4.93M ﹤0.01% 2984
2022
Q3 		$3.97M Hold
160,429
– – 0.1% 202
2022
Q2 		$3.97M Hold
160,429
– – 0.13% 176
2022
Q1 		$3.97M Buy
+160,429
New +$6.04M 0.13% 176

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

IFP Advisors's OVL Position: Q1 2026 in Review

IFP Advisors sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2026, closing a stake of 1,955 shares — an estimated $104K sold.

IFP Advisors first reported a position in OVL in Q1 2022 and held it in 10 quarters. The position peaked at $3.97M in Q3 2022. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • IFP Advisors reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 1,955 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $104K.
  • IFP Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2022 and held it in 10 quarters.
  • IFP Advisors's Overlay Shares Large Cap Equity ETF position peaked at $3.97M in Q3 2022.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.