REAP Financial Group
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REAP Financial Group’s Overlay Shares Core Bond ETF OVB Stock Holding History

REAP Financial Group’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
2026
Q2 		$236K Sell
11,529
-4,777
-29% -$98.2K 0.04% 119
2026
Q1 		$335K Sell
16,306
-2,714
-14% -$56.1K 0.07% 95
2025
Q4 		$390K Sell
19,020
-56
-0.3% -$1.16K 0.08% 87
2025
Q3 		$397K Buy
19,076
+476
+3% +$9.8K 0.09% 78
2025
Q2 		$382K Sell
18,600
-883
-5% -$17.8K 0.09% 79
2025
Q1 		$399K Sell
19,483
-1,120
-5% -$22.9K 0.1% 75
2024
Q4 		$417K Sell
20,603
-1,855
-8% -$38.7K 0.1% 80
2024
Q3 		$484K Buy
22,458
+4,816
+27% +$102K 0.12% 79
2024
Q2 		$365K Sell
17,642
-1,566
-8% -$31.9K 0.1% 87
2024
Q1 		$401K Sell
19,208
-651
-3% -$13.4K 0.11% 90
2023
Q4 		$408K Buy
+19,859
New +$392K 0.12% 91

Other funds holding OVB

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Ethos Capital Management
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Luminist Capital
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

REAP Financial Group's OVB Position: Q2 2026 in Review

REAP Financial Group reduced its Overlay Shares Core Bond ETF (OVB) stake by 29% in Q2 2026, selling an estimated $98.2K and leaving 11,529 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #119.

REAP Financial Group first reported a position in OVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q3 2024. 16 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • REAP Financial Group held 11,529 shares of Overlay Shares Core Bond ETF worth $236K as of Q2 2026.
  • REAP Financial Group sold 4,777 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $98.2K.
  • Overlay Shares Core Bond ETF made up 0.04% of REAP Financial Group's portfolio in Q2 2026, its #119 holding.
  • REAP Financial Group first reported a position in Overlay Shares Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's Overlay Shares Core Bond ETF position peaked at $484K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.