New Wave Wealth Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

New Wave Wealth Advisors’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	$8.16M	Buy	+144,200	New	+$8.03M	2.22%	12

Other funds holding OVL

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

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

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

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

New Wave Wealth Advisors's OVL Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 144,200 shares worth $8.16M. The stake represents 2.22% of the portfolio and ranks #12 among its holdings.

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

New Wave Wealth Advisors held 144,200 shares of Overlay Shares Large Cap Equity ETF worth $8.16M as of Q2 2026.
Overlay Shares Large Cap Equity ETF was a new New Wave Wealth Advisors position in Q2 2026.
Overlay Shares Large Cap Equity ETF made up 2.22% of New Wave Wealth Advisors's portfolio in Q2 2026, its #12 holding.
14 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.