PFG Investments’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

PFG Investments’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 Q2	$697K	Buy	+12,316	New	+$686K	0.03%	524

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PFG Investments's OVL Position: Q2 2026 in Review

PFG Investments opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 12,316 shares worth $697K. The stake represents 0.03% of the portfolio and ranks #524 among its holdings.

14 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

PFG Investments held 12,316 shares of Overlay Shares Large Cap Equity ETF worth $697K as of Q2 2026.
Overlay Shares Large Cap Equity ETF was a new PFG Investments position in Q2 2026.
Overlay Shares Large Cap Equity ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #524 holding.
14 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.