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

Noble Wealth Management PBC’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
-400
Closed -$20.1K – 790
2026
Q1 		$20.1K Hold
400
– – 0.01% 368
2025
Q4 		$21.3K Hold
400
– – 0.01% 373
2025
Q3 		$20.9K Buy
+400
New +$20K 0.01% 359
2025
Q1 		$20.5K Hold
469
– – 0.01% 303
2024
Q4 		$21.9K Buy
+469
New +$22.2K 0.02% 267

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Noble Wealth Management PBC's OVL Position: Q2 2026 in Review

Noble Wealth Management PBC sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026, closing a stake of 400 shares — an estimated $20.1K sold.

Noble Wealth Management PBC first reported a position in OVL in Q4 2024 and held it in 5 quarters. The position peaked at $21.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Noble Wealth Management PBC reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 400 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $20.1K.
  • Noble Wealth Management PBC first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2024 and held it in 5 quarters.
  • Noble Wealth Management PBC's Overlay Shares Large Cap Equity ETF position peaked at $21.9K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.