LF
OVLH icon

Lee Financial’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Lee Financial’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
Q1 		– Sell
-50
Closed -$1.45K – 615
2023
Q4 		$1.45K Hold
50
– – ﹤0.01% 781
2023
Q3 		$1.34K Buy
+50
New +$1.39K ﹤0.01% 754

Other funds holding OVLH

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Lee Financial's OVLH Position: Q1 2024 in Review

Lee Financial sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q1 2024, closing a stake of 50 shares — an estimated $1.45K sold.

Lee Financial first reported a position in OVLH in Q3 2023 and held it in 2 quarters. The position peaked at $1.45K in Q4 2023. 12 funds tracked by Wall St. Rank hold OVLH as of Q1 2024.

  • Lee Financial reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 50 Overlay Shares Hedged Large Cap Equity ETF shares in Q1 2024, an estimated $1.45K.
  • Lee Financial first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's Overlay Shares Hedged Large Cap Equity ETF position peaked at $1.45K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.