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 Q3	$456K	Hold	10,924	–	–	0.07%	230
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

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

PKS Advisory Services's OVLH Position: Q3 2026 in Review

PKS Advisory Services held its Overlay Shares Hedged Large Cap Equity ETF (OVLH) position steady in Q3 2026 at 10,924 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #230.

PKS Advisory Services first reported a position in OVLH in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold OVLH as of Q3 2026.

PKS Advisory Services held 10,924 shares of Overlay Shares Hedged Large Cap Equity ETF worth $456K as of Q3 2026.
PKS Advisory Services left its Overlay Shares Hedged Large Cap Equity ETF share count unchanged in Q3 2026.
Overlay Shares Hedged Large Cap Equity ETF made up 0.07% of PKS Advisory Services's portfolio in Q3 2026, its #230 holding.
PKS Advisory Services first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.