Milestone Asset Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Milestone Asset Management’s Portfolio OVL Stock Details OVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.23M	Buy	39,611 +14,478	+58%	+$825K	0.35%	71
2026 Q2	$1.42M	Buy	+25,133	New	+$1.4M	0.22%	100

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Milestone Asset Management's OVL Position: Q3 2026 in Review

Milestone Asset Management increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 58% in Q3 2026, buying an estimated $825K and bringing the position to 39,611 shares worth $2.23M. The position accounts for 0.35% of the portfolio, ranked #71.

Milestone Asset Management first reported a position in OVL in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

Milestone Asset Management held 39,611 shares of Overlay Shares Large Cap Equity ETF worth $2.23M as of Q3 2026.
Milestone Asset Management bought 14,478 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $825K.
Overlay Shares Large Cap Equity ETF made up 0.35% of Milestone Asset Management's portfolio in Q3 2026, its #71 holding.
Milestone Asset Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.