Morgan Stanley
OVM icon

Morgan Stanley’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Morgan Stanley’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31 Hold
1
– – ﹤0.01% 8230
2026
Q1 		$41 Sell
1
-1
-50% -$22 ﹤0.01% 8020
2025
Q4 		$46 Sell
2
-1,165
-100% -$25.1K ﹤0.01% 7884
2025
Q3 		$25.2K Buy
1,167
+1,165
+58,250% +$24.6K ﹤0.01% 6613
2025
Q2 		$50 Hold
2
– – ﹤0.01% 7785
2025
Q1 		$44 Buy
2
+1
+100% +$22 ﹤0.01% 7763
2024
Q4 		$41 Hold
1
– – ﹤0.01% 7682
2024
Q3 		$26 Hold
1
– – ﹤0.01% 7773
2024
Q2 		$24 Buy
+1
New +$22 ﹤0.01% 7719
2024
Q1 		– Sell
-1
Closed -$43 – 7932
2023
Q4 		$43 Buy
+1
New +$21 ﹤0.01% 7511

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's OVM Position: Q2 2026 in Review

Morgan Stanley held its Overlay Shares Municipal Bond ETF (OVM) position steady in Q2 2026 at 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #8230.

Morgan Stanley first reported a position in OVM in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.2K in Q3 2025. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • Morgan Stanley held 1 share of Overlay Shares Municipal Bond ETF worth $31 as of Q2 2026.
  • Morgan Stanley left its Overlay Shares Municipal Bond ETF share count unchanged in Q2 2026.
  • Overlay Shares Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8230 holding.
  • Morgan Stanley first reported a position in Overlay Shares Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Morgan Stanley's Overlay Shares Municipal Bond ETF position peaked at $25.2K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.