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Kestra Advisory Services’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Kestra Advisory Services’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-944
Closed -$20.3K – 4018
2025
Q4 		$20.3K Buy
+944
New +$20.4K ﹤0.01% 4513

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Kestra Advisory Services's OVM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Overlay Shares Municipal Bond ETF (OVM) in Q1 2026, closing a stake of 944 shares — an estimated $20.3K sold.

Kestra Advisory Services first reported a position in OVM in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 12 funds tracked by Wall St. Rank hold OVM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Overlay Shares Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 944 Overlay Shares Municipal Bond ETF shares in Q1 2026, an estimated $20.3K.
  • Kestra Advisory Services first reported a position in Overlay Shares Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Overlay Shares Municipal Bond ETF position peaked at $20.3K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.