IA
OVLH icon

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

IFP Advisors’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Buy
2,679
+60
+2% +$2.46K ﹤0.01% 1904
2026
Q1 		$99.2K Sell
2,619
-2,540
-49% -$99.6K ﹤0.01% 1843
2025
Q4 		$203K Sell
5,159
-3,146
-38% -$124K ﹤0.01% 1366
2025
Q3 		$324K Sell
8,305
-3,245
-28% -$123K 0.01% 1051
2025
Q2 		$426K Buy
+11,550
New +$402K 0.01% 900

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors's OVLH Position: Q2 2026 in Review

IFP Advisors increased its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 2.3% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,679 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

IFP Advisors first reported a position in OVLH in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q2 2025. 13 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • IFP Advisors held 2,679 shares of Overlay Shares Hedged Large Cap Equity ETF worth $112K as of Q2 2026.
  • IFP Advisors bought 60 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $2.46K.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1904 holding.
  • IFP Advisors first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Overlay Shares Hedged Large Cap Equity ETF position peaked at $426K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

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