Raymond James Financial’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
8,871
﹤0.01% 4223
2025
Q1
$295K Buy
8,871
+1,799
+25% +$59.7K ﹤0.01% 4198
2024
Q4
$241K Buy
+7,072
New +$241K ﹤0.01% 4274