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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
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

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

REAP Financial Group reduced its Overlay Shares Short Term Bond ETF (OVT) stake by 30% in Q2 2026, selling an estimated $37K and leaving 4,001 shares worth $87.3K. The position accounts for 0.01% of the portfolio, ranked #232.

REAP Financial Group first reported a position in OVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $382K in Q3 2024. 7 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • REAP Financial Group held 4,001 shares of Overlay Shares Short Term Bond ETF worth $87.3K as of Q2 2026.
  • REAP Financial Group sold 1,686 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $37K.
  • Overlay Shares Short Term Bond ETF made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #232 holding.
  • REAP Financial Group first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's Overlay Shares Short Term Bond ETF position peaked at $382K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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