Janney Montgomery Scott
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Janney Montgomery Scott’s Overlay Shares Core Bond ETF OVB Stock Holding History

Janney Montgomery Scott’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,517
Closed -$209K – 2577
2022
Q2 		$209K Buy
9,517
+845
+10% +$18.9K ﹤0.01% 2124
2022
Q1 		$206K Sell
8,672
-362
-4% -$8.8K ﹤0.01% 2075
2021
Q4 		$231K Buy
9,034
+351
+4% +$9.08K ﹤0.01% 2158
2021
Q3 		$226K Sell
8,683
-657
-7% -$17.3K ﹤0.01% 2103
2021
Q2 		$245K Buy
+9,340
New +$242K ﹤0.01% 2022

Other funds holding OVB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott's OVB Position: Q3 2022 in Review

Janney Montgomery Scott sold out of Overlay Shares Core Bond ETF (OVB) in Q3 2022, closing a stake of 9,517 shares — an estimated $209K sold.

Janney Montgomery Scott first reported a position in OVB in Q2 2021 and held it in 5 quarters. The position peaked at $245K in Q2 2021. 15 funds tracked by Wall St. Rank hold OVB as of Q3 2022.

  • Janney Montgomery Scott reported no remaining Overlay Shares Core Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,517 Overlay Shares Core Bond ETF shares in Q3 2022, an estimated $209K.
  • Janney Montgomery Scott first reported a position in Overlay Shares Core Bond ETF in Q2 2021 and held it in 5 quarters.
  • Janney Montgomery Scott's Overlay Shares Core Bond ETF position peaked at $245K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2022.

Based on Janney Montgomery Scott's 13F filing for Q3 2022, filed 25 Oct 2022.