Modera Wealth Management
OVL icon

Modera Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Modera Wealth 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 		– Sell
-7,066
Closed -$355K – 668
2026
Q1 		$355K Buy
+7,066
New +$374K ﹤0.01% 503

Other funds holding OVL

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Envestnet Asset Management
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Raymond James Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Janney Montgomery Scott
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

Modera Wealth Management's OVL Position: Q2 2026 in Review

Modera Wealth Management sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026, closing a stake of 7,066 shares — an estimated $355K sold.

Modera Wealth Management first reported a position in OVL in Q1 2026 and held it in 1 quarter. The position peaked at $355K in Q1 2026. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Modera Wealth Management reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 7,066 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $355K.
  • Modera Wealth Management first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Modera Wealth Management's Overlay Shares Large Cap Equity ETF position peaked at $355K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.