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 Q3	$112K	Sell	2,665 -14	-0.5%	-$590	﹤0.01%	1889
2026 Q2	$112K	Buy	2,679 +60	+2%	+$2.46K	﹤0.01%	1904
2026 Q1	$99.2K	Sell	2,619 -2,540	-49%	-$100K	﹤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

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

IFP Advisors's OVLH Position: Q3 2026 in Review

IFP Advisors reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 0.52% in Q3 2026, selling an estimated $590 and leaving 2,665 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

IFP Advisors first reported a position in OVLH in Q2 2025 and has held it in 6 quarters since. The position peaked at $426K in Q2 2025. 10 funds tracked by Wall St. Rank hold OVLH as of Q3 2026.

IFP Advisors held 2,665 shares of Overlay Shares Hedged Large Cap Equity ETF worth $112K as of Q3 2026.
IFP Advisors sold 14 Overlay Shares Hedged Large Cap Equity ETF shares in Q3 2026, an estimated $590.
Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1889 holding.
IFP Advisors first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
IFP Advisors's Overlay Shares Hedged Large Cap Equity ETF position peaked at $426K in Q2 2025.
10 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.