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Oasis Advisors’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Oasis Advisors’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Sell
32,976
-173,550
-84% -$3.81M 0.47% 37
2026
Q1 		$4.52M Buy
+206,526
New +$4.55M 0.89% 29

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Oasis Advisors's OVT Position: Q2 2026 in Review

Oasis Advisors reduced its Overlay Shares Short Term Bond ETF (OVT) stake by 84% in Q2 2026, selling an estimated $3.81M and leaving 32,976 shares worth $720K. The position accounts for 0.47% of the portfolio, ranked #37.

Oasis Advisors first reported a position in OVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.52M in Q1 2026. 16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • Oasis Advisors held 32,976 shares of Overlay Shares Short Term Bond ETF worth $720K as of Q2 2026.
  • Oasis Advisors sold 173,550 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $3.81M.
  • Overlay Shares Short Term Bond ETF made up 0.47% of Oasis Advisors's portfolio in Q2 2026, its #37 holding.
  • Oasis Advisors first reported a position in Overlay Shares Short Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Oasis Advisors's Overlay Shares Short Term Bond ETF position peaked at $4.52M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.