IFP Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.56M | Hold |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $49K | Buy |
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