IA
OVM icon

IFP Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

IFP Advisors’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Sell
49,135
-2,380
-5% -$51.7K 0.02% 710
2026
Q1 		$1.1M Buy
51,515
+47
+0.1% +$1.02K 0.02% 648
2025
Q4 		$1.1M Buy
51,468
+98
+0.2% +$2.11K 0.02% 617
2025
Q3 		$1.11M Sell
51,370
-7,659
-13% -$162K 0.03% 564
2025
Q2 		$1.24M Sell
59,029
-879
-1% -$18.3K 0.04% 513
2025
Q1 		$1.28M Sell
59,908
-494
-0.8% -$10.8K 0.04% 486
2024
Q4 		$1.31M Buy
60,402
+354
+0.6% +$7.87K 0.04% 454
2024
Q3 		$1.36M Buy
60,048
+1,431
+2% +$31.9K 0.05% 398
2024
Q2 		$1.3M Buy
58,617
+44,749
+323% +$984K 0.05% 376
2024
Q1 		$312K Sell
13,868
-1,149
-8% -$25.6K 0.01% 782
2023
Q4 		$332K Sell
15,017
-6,647
-31% -$141K 0.02% 724
2023
Q3 		$453K Sell
21,664
-267
-1% -$5.79K 0.02% 628
2023
Q2 		$485K Sell
21,931
-288
-1% -$6.34K 0.02% 668
2023
Q1 		$556K Sell
22,219
-36,561
-62% -$803K 0.02% 569
2022
Q4 		$1.48M Sell
58,780
-11,760
-17% -$252K 0.04% 467
2022
Q3 		$1.77M Buy
70,540
+8,059
+13% +$180K 0.05% 441
2022
Q2 		$1.56M Hold
62,481
– – 0.05% 428
2022
Q1 		$1.56M Buy
62,481
+52,312
+514% +$1.27M 0.05% 428
2021
Q4 		$257K Buy
10,169
+8,267
+435% +$215K 0.01% 848
2021
Q3 		$49K Buy
+1,902
New +$50.1K ﹤0.01% 1585

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's OVM Position: Q2 2026 in Review

IFP Advisors reduced its Overlay Shares Municipal Bond ETF (OVM) stake by 4.6% in Q2 2026, selling an estimated $51.7K and leaving 49,135 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #710.

IFP Advisors first reported a position in OVM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q3 2022. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • IFP Advisors held 49,135 shares of Overlay Shares Municipal Bond ETF worth $1.07M as of Q2 2026.
  • IFP Advisors sold 2,380 Overlay Shares Municipal Bond ETF shares in Q2 2026, an estimated $51.7K.
  • Overlay Shares Municipal Bond ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #710 holding.
  • IFP Advisors first reported a position in Overlay Shares Municipal Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • IFP Advisors's Overlay Shares Municipal Bond ETF position peaked at $1.77M in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

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