Raymond James Financial
OVM icon

Raymond James Financial’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Raymond James Financial’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Hold
11,519
– – ﹤0.01% 4929
2026
Q1 		$247K Buy
+11,519
New +$250K ﹤0.01% 4769

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's OVM Position: Q2 2026 in Review

Raymond James Financial held its Overlay Shares Municipal Bond ETF (OVM) position steady in Q2 2026 at 11,519 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #4929.

Raymond James Financial first reported a position in OVM in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • Raymond James Financial held 11,519 shares of Overlay Shares Municipal Bond ETF worth $251K as of Q2 2026.
  • Raymond James Financial left its Overlay Shares Municipal Bond ETF share count unchanged in Q2 2026.
  • Overlay Shares Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4929 holding.
  • Raymond James Financial first reported a position in Overlay Shares Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.