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LJI Wealth Management’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

LJI Wealth Management’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
2023
Q4 		– Sell
-23,957
Closed -$501K – 178
2023
Q3 		$501K Buy
+23,957
New +$520K 0.14% 78

Other funds holding OVM

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LJI Wealth Management sold out of Overlay Shares Municipal Bond ETF (OVM) in Q4 2023, closing a stake of 23,957 shares — an estimated $501K sold.

LJI Wealth Management first reported a position in OVM in Q3 2023 and held it in 1 quarter. The position peaked at $501K in Q3 2023. 10 funds tracked by Wall St. Rank hold OVM as of Q4 2023.

  • LJI Wealth Management reported no remaining Overlay Shares Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LJI Wealth Management sold 23,957 Overlay Shares Municipal Bond ETF shares in Q4 2023, an estimated $501K.
  • LJI Wealth Management first reported a position in Overlay Shares Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • LJI Wealth Management's Overlay Shares Municipal Bond ETF position peaked at $501K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q4 2023.

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