IFP Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
59,029
-879
| -1% | -$18.5K | 0.04% | 513 |
|
|
2025
Q1 | $1.28M | Sell |
59,908
-494
| -0.8% | -$10.5K | 0.04% | 486 |
|
|
2024
Q4 | $1.31M | Buy |
60,402
+354
| +0.6% | +$7.71K | 0.04% | 454 |
|
|
2024
Q3 | $1.36M | Buy |
60,048
+1,431
| +2% | +$32.4K | 0.05% | 398 |
|
|
2024
Q2 | $1.3M | Buy |
58,617
+44,749
| +323% | +$994K | 0.05% | 376 |
|
|
2024
Q1 | $312K | Sell |
13,868
-1,149
| -8% | -$25.8K | 0.01% | 782 |
|
|
2023
Q4 | $332K | Sell |
15,017
-6,647
| -31% | -$147K | 0.02% | 724 |
|
|
2023
Q3 | $453K | Sell |
21,664
-267
| -1% | -$5.58K | 0.02% | 628 |
|
|
2023
Q2 | $485K | Sell |
21,931
-288
| -1% | -$6.38K | 0.02% | 668 |
|
|
2023
Q1 | $556K | Sell |
22,219
-36,561
| -62% | -$914K | 0.02% | 569 |
|
|
2022
Q4 | $1.48M | Sell |
58,780
-11,760
| -17% | -$295K | 0.04% | 467 |
|
|
2022
Q3 | $1.77M | Buy |
70,540
+8,059
| +13% | +$202K | 0.05% | 441 |
|
|
2022
Q2 | $1.57M | Hold |
62,481
| – | – | 0.05% | 428 |
|
|
2022
Q1 | $1.57M | Buy |
62,481
+52,312
| +514% | +$1.31M | 0.05% | 428 |
|
|
2021
Q4 | $257K | Buy |
10,169
+8,267
| +435% | +$209K | 0.01% | 836 |
|
|
2021
Q3 | $49K | Buy |
+1,902
| New | +$49K | ﹤0.01% | 1537 |
|