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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
Q1 		$4.52M Buy
+2,548,535
New +$56.2M 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oasis Advisors's OVT Position: Q1 2026 in Review

Oasis Advisors opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q1 2026: 2,548,535 shares worth $4.52M. The stake represents 0.89% of the portfolio and ranks #29 among its holdings.

13 funds tracked by Wall St. Rank hold OVT as of Q1 2026.

  • Oasis Advisors held 2,548,535 shares of Overlay Shares Short Term Bond ETF worth $4.52M as of Q1 2026.
  • Overlay Shares Short Term Bond ETF was a new Oasis Advisors position in Q1 2026.
  • Overlay Shares Short Term Bond ETF made up 0.89% of Oasis Advisors's portfolio in Q1 2026, its #29 holding.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2026.

Based on Oasis Advisors's 13F filing for Q1 2026, filed 5 May 2026.