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MAI Capital Management’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

MAI Capital Management’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
2025
Q4 		– Sell
-35
Closed -$1.37K – 4451
2025
Q3 		$1.37K Buy
+35
New +$1.32K ﹤0.01% 3407

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $627M AUM 25.97% 1-Year Est. Return

MAI Capital Management's OVLH Position: Q4 2025 in Review

MAI Capital Management sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q4 2025, closing a stake of 35 shares — an estimated $1.37K sold.

MAI Capital Management first reported a position in OVLH in Q3 2025 and held it in 1 quarter. The position peaked at $1.37K in Q3 2025. 25 funds tracked by Wall St. Rank hold OVLH as of Q4 2025.

  • MAI Capital Management reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 35 Overlay Shares Hedged Large Cap Equity ETF shares in Q4 2025, an estimated $1.37K.
  • MAI Capital Management first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's Overlay Shares Hedged Large Cap Equity ETF position peaked at $1.37K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.