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PKS Advisory Services’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

PKS Advisory Services’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
Q2 		$456K Buy
+10,924
New +$448K 0.07% 231
2026
Q1 		– Sell
-11,366
Closed -$448K – 255
2025
Q4 		$448K Buy
11,366
+34
+0.3% +$1.34K 0.1% 166
2025
Q3 		$442K Hold
11,332
– – 0.09% 158
2025
Q2 		$418K Sell
11,332
-95
-0.8% -$3.3K 0.1% 167
2025
Q1 		$379K Buy
11,427
+401
+4% +$13.7K 0.1% 160
2024
Q4 		$376K Buy
+11,026
New +$379K 0.09% 166

Other funds holding OVLH

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PKS Advisory Services's OVLH Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q2 2026: 10,924 shares worth $456K. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in OVLH as recently as Q4 2025.

PKS Advisory Services first reported a position in OVLH in Q4 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • PKS Advisory Services held 10,924 shares of Overlay Shares Hedged Large Cap Equity ETF worth $456K as of Q2 2026.
  • Overlay Shares Hedged Large Cap Equity ETF was a new PKS Advisory Services position in Q2 2026.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #231 holding.
  • PKS Advisory Services first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.