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

LPL 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
2026 Q2	$2.93M	Sell	70,077 -1,550	-2%	-$63.5K	﹤0.01%	3323
2026 Q1	$2.71M	Buy	71,627 +16,062	+29%	+$630K	﹤0.01%	3224
2025 Q4	$2.19M	Buy	55,565 +41,453	+294%	+$1.63M	﹤0.01%	3322
2025 Q3	$550K	Buy	+14,112	New	+$533K	﹤0.01%	4540

Other funds holding OVLH

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return

LPL Financial's OVLH Position: Q2 2026 in Review

LPL Financial reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 2.2% in Q2 2026, selling an estimated $63.5K and leaving 70,077 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

LPL Financial first reported a position in OVLH in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

LPL Financial held 70,077 shares of Overlay Shares Hedged Large Cap Equity ETF worth $2.93M as of Q2 2026.
LPL Financial sold 1,550 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $63.5K.
Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3323 holding.
LPL Financial first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.