KC
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Kades & Cheifetz’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Kades & Cheifetz’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$426K Sell
12,478
-321
-3% -$11K 0.22% 74
2024
Q3 		$432K Buy
12,799
+415
+3% +$13.6K 0.25% 67
2024
Q2 		$398K Buy
12,384
+3,290
+36% +$102K 0.25% 64
2024
Q1 		$284K Buy
9,094
+643
+8% +$19.3K 0.18% 77
2023
Q4 		$244K Hold
8,451
– – 0.17% 75
2023
Q3 		$226K Buy
+8,451
New +$235K 0.18% 70

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kades & Cheifetz's OVLH Position: Q4 2024 in Review

Kades & Cheifetz reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 2.5% in Q4 2024, selling an estimated $11K and leaving 12,478 shares worth $426K. The position accounts for 0.22% of the portfolio, ranked #74.

Kades & Cheifetz first reported a position in OVLH in Q3 2023 and has held it in 6 quarters since. The position peaked at $432K in Q3 2024. 18 funds tracked by Wall St. Rank hold OVLH as of Q4 2024.

  • Kades & Cheifetz held 12,478 shares of Overlay Shares Hedged Large Cap Equity ETF worth $426K as of Q4 2024.
  • Kades & Cheifetz sold 321 Overlay Shares Hedged Large Cap Equity ETF shares in Q4 2024, an estimated $11K.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.22% of Kades & Cheifetz's portfolio in Q4 2024, its #74 holding.
  • Kades & Cheifetz first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2023 and has held it in 6 quarters since.
  • Kades & Cheifetz's Overlay Shares Hedged Large Cap Equity ETF position peaked at $432K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.