Janney Montgomery Scott
OVL icon

Janney Montgomery Scott’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Janney Montgomery Scott’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Buy
48,551
+11,661
+32% +$650K 0.01% 1305
2026
Q1 		$1.86M Sell
36,890
-1,031
-3% -$54.6K ﹤0.01% 1314
2025
Q4 		$2.02M Buy
37,921
+1,969
+5% +$104K ﹤0.01% 1330
2025
Q3 		$1.88M Sell
35,952
-1,603
-4% -$80.3K ﹤0.01% 1347
2025
Q2 		$1.81M Buy
37,555
+147
+0.4% +$6.52K ﹤0.01% 1262
2025
Q1 		$1.64M Sell
37,408
-8,349
-18% -$390K ﹤0.01% 1257
2024
Q4 		$2.13M Sell
45,757
-4,036
-8% -$191K 0.01% 1135
2024
Q3 		$2.31M Sell
49,793
-2,729
-5% -$121K 0.01% 1070
2024
Q2 		$2.31M Sell
52,522
-4,995
-9% -$210K 0.01% 1036
2024
Q1 		$2.45M Sell
57,517
-848
-1% -$33.9K 0.01% 1055
2023
Q4 		$2.2M Sell
58,365
-390
-0.7% -$13.7K 0.01% 1064
2023
Q3 		$2M Sell
58,755
-2,102
-3% -$74.9K 0.01% 1024
2023
Q2 		$2.18M Buy
60,857
+939
+2% +$31.6K 0.01% 1033
2023
Q1 		$1.97M Sell
59,918
-429
-0.7% -$13.7K 0.01% 980
2022
Q4 		$1.84M Sell
60,347
-1,648
-3% -$50.9K 0.01% 1065
2022
Q3 		$1.78M Sell
61,995
-16,808
-21% -$547K 0.01% 1022
2022
Q2 		$2.45M Buy
78,803
+8,655
+12% +$294K 0.01% 842
2022
Q1 		$2.69M Buy
70,148
+9,900
+16% +$373K 0.01% 797
2021
Q4 		$2.45M Buy
60,248
+215
+0.4% +$8.52K 0.01% 879
2021
Q3 		$2.23M Sell
60,033
-2,795
-4% -$107K 0.01% 894
2021
Q2 		$2.35M Sell
62,828
-14,865
-19% -$535K 0.01% 876
2021
Q1 		$2.66M Sell
77,693
-6,894
-8% -$228K 0.01% 771
2020
Q4 		$2.7M Buy
84,587
+3,544
+4% +$108K 0.01% 754
2020
Q3 		$2.35M Buy
81,043
+33,284
+70% +$947K 0.01% 749
2020
Q2 		$1.26M Buy
47,759
+15,512
+48% +$382K 0.01% 944
2020
Q1 		$692K Buy
+32,247
New +$832K 0.01% 1080

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Janney Montgomery Scott's OVL Position: Q2 2026 in Review

Janney Montgomery Scott increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 32% in Q2 2026, buying an estimated $650K and bringing the position to 48,551 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #1305.

Janney Montgomery Scott first reported a position in OVL in Q1 2020 and has held it in 26 quarters since. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Janney Montgomery Scott held 48,551 shares of Overlay Shares Large Cap Equity ETF worth $2.75M as of Q2 2026.
  • Janney Montgomery Scott bought 11,661 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $650K.
  • Overlay Shares Large Cap Equity ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1305 holding.
  • Janney Montgomery Scott first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.