PlanVest Financial’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

PlanVest Financial’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 Q3	$535K	Buy	+9,509	New	+$542K	0.34%	57

Other funds holding OVL

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

PlanVest Financial's OVL Position: Q3 2026 in Review

PlanVest Financial opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q3 2026: 9,509 shares worth $535K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings.

47 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

PlanVest Financial held 9,509 shares of Overlay Shares Large Cap Equity ETF worth $535K as of Q3 2026.
Overlay Shares Large Cap Equity ETF was a new PlanVest Financial position in Q3 2026.
Overlay Shares Large Cap Equity ETF made up 0.34% of PlanVest Financial's portfolio in Q3 2026, its #57 holding.
47 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.