REAP Financial Group
OVT icon

REAP Financial Group’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

REAP Financial Group’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$84.4K Sell
3,982
-19
-0.5% -$411 0.01% 238
2026
Q2 		$87.3K Sell
4,001
-1,686
-30% -$37K 0.01% 232
2026
Q1 		$125K Sell
5,687
-948
-14% -$20.9K 0.02% 178
2025
Q4 		$146K Sell
6,635
-26
-0.4% -$577 0.03% 158
2025
Q3 		$149K Buy
6,661
+398
+6% +$8.82K 0.03% 142
2025
Q2 		$139K Sell
6,263
-299
-5% -$6.51K 0.03% 137
2025
Q1 		$145K Sell
6,562
-8,782
-57% -$195K 0.04% 123
2024
Q4 		$337K Sell
15,344
-1,409
-8% -$31.5K 0.08% 91
2024
Q3 		$382K Buy
16,753
+3,500
+26% +$78.4K 0.09% 88
2024
Q2 		$294K Sell
13,253
-1,191
-8% -$26.1K 0.08% 99
2024
Q1 		$322K Sell
14,444
-143
-1% -$3.14K 0.09% 98
2023
Q4 		$317K Buy
+14,587
New +$310K 0.09% 104

Other funds holding OVT

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

REAP Financial Group's OVT Position: Q3 2026 in Review

REAP Financial Group reduced its Overlay Shares Short Term Bond ETF (OVT) stake by 0.47% in Q3 2026, selling an estimated $411 and leaving 3,982 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #238.

REAP Financial Group first reported a position in OVT in Q4 2023 and has held it in 12 quarters since. The position peaked at $382K in Q3 2024. 9 funds tracked by Wall St. Rank hold OVT as of Q3 2026.

  • REAP Financial Group held 3,982 shares of Overlay Shares Short Term Bond ETF worth $84.4K as of Q3 2026.
  • REAP Financial Group sold 19 Overlay Shares Short Term Bond ETF shares in Q3 2026, an estimated $411.
  • Overlay Shares Short Term Bond ETF made up 0.01% of REAP Financial Group's portfolio in Q3 2026, its #238 holding.
  • REAP Financial Group first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • REAP Financial Group's Overlay Shares Short Term Bond ETF position peaked at $382K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2026.

Based on REAP Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.