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LJI Wealth Management’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

LJI Wealth Management’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-74,425
Closed -$1.58M – 179
2023
Q3 		$1.58M Buy
+74,425
New +$1.59M 0.45% 32

Other funds holding OVT

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LJI Wealth Management sold out of Overlay Shares Short Term Bond ETF (OVT) in Q4 2023, closing a stake of 74,425 shares — an estimated $1.58M sold.

LJI Wealth Management first reported a position in OVT in Q3 2023 and held it in 1 quarter. The position peaked at $1.58M in Q3 2023. 11 funds tracked by Wall St. Rank hold OVT as of Q4 2023.

  • LJI Wealth Management reported no remaining Overlay Shares Short Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LJI Wealth Management sold 74,425 Overlay Shares Short Term Bond ETF shares in Q4 2023, an estimated $1.58M.
  • LJI Wealth Management first reported a position in Overlay Shares Short Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • LJI Wealth Management's Overlay Shares Short Term Bond ETF position peaked at $1.58M in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q4 2023.

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