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LJI Wealth Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

LJI Wealth Management’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
2023
Q4 		– Sell
-25,139
Closed -$494K – 177
2023
Q3 		$494K Buy
+25,139
New +$509K 0.14% 80

Other funds holding OVB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LJI Wealth Management's OVB Position: Q4 2023 in Review

LJI Wealth Management sold out of Overlay Shares Core Bond ETF (OVB) in Q4 2023, closing a stake of 25,139 shares — an estimated $494K sold.

LJI Wealth Management first reported a position in OVB in Q3 2023 and held it in 1 quarter. The position peaked at $494K in Q3 2023. 14 funds tracked by Wall St. Rank hold OVB as of Q4 2023.

  • LJI Wealth Management reported no remaining Overlay Shares Core Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LJI Wealth Management sold 25,139 Overlay Shares Core Bond ETF shares in Q4 2023, an estimated $494K.
  • LJI Wealth Management first reported a position in Overlay Shares Core Bond ETF in Q3 2023 and held it in 1 quarter.
  • LJI Wealth Management's Overlay Shares Core Bond ETF position peaked at $494K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q4 2023.

Based on LJI Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.