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Prospera Financial Services’s Overlay Shares Core Bond ETF OVB Stock Holding History

Prospera Financial Services’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-20,125
Closed -$517K – 813
2021
Q1 		$517K Sell
20,125
-1,200
-6% -$31.3K 0.03% 481
2020
Q4 		$565K Buy
21,325
+2,200
+12% +$57.9K 0.04% 396
2020
Q3 		$506K Buy
19,125
+9,000
+89% +$239K 0.19% 97
2020
Q2 		$268K Buy
+10,125
New +$261K 0.02% 471

Other funds holding OVB

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Prospera Financial Services's OVB Position: Q2 2021 in Review

Prospera Financial Services sold out of Overlay Shares Core Bond ETF (OVB) in Q2 2021, closing a stake of 20,125 shares — an estimated $517K sold.

Prospera Financial Services first reported a position in OVB in Q2 2020 and held it in 4 quarters. The position peaked at $565K in Q4 2020. 15 funds tracked by Wall St. Rank hold OVB as of Q2 2021.

  • Prospera Financial Services reported no remaining Overlay Shares Core Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Prospera Financial Services sold 20,125 Overlay Shares Core Bond ETF shares in Q2 2021, an estimated $517K.
  • Prospera Financial Services first reported a position in Overlay Shares Core Bond ETF in Q2 2020 and held it in 4 quarters.
  • Prospera Financial Services's Overlay Shares Core Bond ETF position peaked at $565K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2021.

Based on Prospera Financial Services's 13F filing for Q2 2021, filed 12 Aug 2021.