Oasis Advisors
OVL icon

Oasis Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Oasis 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
Q3 		$584K Buy
10,371
+229
+2% +$13K 0.25% 48
2026
Q2 		$574K Buy
+10,142
New +$565K 0.37% 38
2026
Q1 		– Sell
-10,573
Closed -$563K – 224
2025
Q4 		$563K Buy
+10,573
New +$558K 0.3% 39

Other funds holding OVL

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Oasis Advisors's OVL Position: Q3 2026 in Review

Oasis Advisors increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 2.3% in Q3 2026, buying an estimated $13K and bringing the position to 10,371 shares worth $584K. The position accounts for 0.25% of the portfolio, ranked #48.

Oasis Advisors first reported a position in OVL in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

  • Oasis Advisors held 10,371 shares of Overlay Shares Large Cap Equity ETF worth $584K as of Q3 2026.
  • Oasis Advisors bought 229 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $13K.
  • Overlay Shares Large Cap Equity ETF made up 0.25% of Oasis Advisors's portfolio in Q3 2026, its #48 holding.
  • Oasis Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.