OPS
OVT icon

Orion Portfolio Solutions’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		– Sell
-14,911
Closed -$327K – 1950
2024
Q4 		$327K Buy
+14,911
New +$333K ﹤0.01% 1516

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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Orion Portfolio Solutions's OVT Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Overlay Shares Short Term Bond ETF (OVT) in Q1 2025, closing a stake of 14,911 shares — an estimated $327K sold.

Orion Portfolio Solutions first reported a position in OVT in Q4 2024 and held it in 1 quarter. The position peaked at $327K in Q4 2024. 11 funds tracked by Wall St. Rank hold OVT as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Overlay Shares Short Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14,911 Overlay Shares Short Term Bond ETF shares in Q1 2025, an estimated $327K.
  • Orion Portfolio Solutions first reported a position in Overlay Shares Short Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Overlay Shares Short Term Bond ETF position peaked at $327K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.