IFP Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
5,163
+1,496
| +41% | +$72.3K | 0.01% | 1159 |
|
|
2025
Q1 | $161K | Buy |
+3,667
| New | +$161K | 0.01% | 1277 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$7.18K | – | 3482 |
|
|
2023
Q2 | $7.18K | Sell |
200
-600
| -75% | -$21.5K | ﹤0.01% | 2410 |
|
|
2023
Q1 | $19.8K | Buy |
800
+56
| +8% | +$1.38K | ﹤0.01% | 2031 |
|
|
2022
Q4 | $18K | Sell |
744
-159,685
| -100% | -$3.86M | ﹤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 | +$3.97M | 0.13% | 176 |
|