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Lotus Technology Management’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History

Lotus Technology Management’s Portfolio OVS Stock Details OVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$761K Buy
+110,076
New +$4.4M 0.93% 37

Other funds holding OVS

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Lotus Technology Management's OVS Position: Q2 2026 in Review

Lotus Technology Management opened a new position in Overlay Shares Small Cap Equity ETF (OVS) in Q2 2026: 110,076 shares worth $761K. The stake represents 0.93% of the portfolio and ranks #37 among its holdings.

9 funds tracked by Wall St. Rank hold OVS as of Q2 2026.

  • Lotus Technology Management held 110,076 shares of Overlay Shares Small Cap Equity ETF worth $761K as of Q2 2026.
  • Overlay Shares Small Cap Equity ETF was a new Lotus Technology Management position in Q2 2026.
  • Overlay Shares Small Cap Equity ETF made up 0.93% of Lotus Technology Management's portfolio in Q2 2026, its #37 holding.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Small Cap Equity ETF as of Q2 2026.

Based on Lotus Technology Management's 13F filing for Q2 2026, filed 14 Aug 2026.