Oasis Advisors
OVLH icon

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

Oasis Advisors’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$361K Hold
8,556
– – 0.15% 58
2026
Q2 		$357K Buy
+8,556
New +$351K 0.23% 43
2026
Q1 		– Sell
-8,556
Closed -$337K – 225
2025
Q4 		$337K Buy
+8,556
New +$337K 0.18% 56

Other funds holding OVLH

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Oasis Advisors's OVLH Position: Q3 2026 in Review

Oasis Advisors held its Overlay Shares Hedged Large Cap Equity ETF (OVLH) position steady in Q3 2026 at 8,556 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #58.

Oasis Advisors first reported a position in OVLH in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold OVLH as of Q3 2026.

  • Oasis Advisors held 8,556 shares of Overlay Shares Hedged Large Cap Equity ETF worth $361K as of Q3 2026.
  • Oasis Advisors left its Overlay Shares Hedged Large Cap Equity ETF share count unchanged in Q3 2026.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.15% of Oasis Advisors's portfolio in Q3 2026, its #58 holding.
  • Oasis Advisors first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q3 2026.

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