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Montag & Associates’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Montag & Associates’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-439
Closed -$10K – 885
2022
Q2 		$10K Buy
+439
New +$9.88K ﹤0.01% 692

Other funds holding OVT

AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Montag & Associates's OVT Position: Q3 2022 in Review

Montag & Associates sold out of Overlay Shares Short Term Bond ETF (OVT) in Q3 2022, closing a stake of 439 shares — an estimated $10K sold.

Montag & Associates first reported a position in OVT in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 6 funds tracked by Wall St. Rank hold OVT as of Q3 2022.

  • Montag & Associates reported no remaining Overlay Shares Short Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Montag & Associates sold 439 Overlay Shares Short Term Bond ETF shares in Q3 2022, an estimated $10K.
  • Montag & Associates first reported a position in Overlay Shares Short Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • Montag & Associates's Overlay Shares Short Term Bond ETF position peaked at $10K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2022.

Based on Montag & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.