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 Q2	$1.42M	Buy	+25,133	New	+$1.4M	0.22%	100

Other funds holding OVL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Milestone Asset Management's OVL Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 25,133 shares worth $1.42M. The stake represents 0.22% of the portfolio and ranks #100 among its holdings.

48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

Milestone Asset Management held 25,133 shares of Overlay Shares Large Cap Equity ETF worth $1.42M as of Q2 2026.
Overlay Shares Large Cap Equity ETF was a new Milestone Asset Management position in Q2 2026.
Overlay Shares Large Cap Equity ETF made up 0.22% of Milestone Asset Management's portfolio in Q2 2026, its #100 holding.
48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.