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Reilly Financial Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Reilly Financial Advisors’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-91
Closed -$3K – 1178
2021
Q3 		$3K Buy
+91
New +$3.48K ﹤0.01% 825

Other funds holding OVL

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Reilly Financial Advisors's OVL Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q4 2021, closing a stake of 91 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in OVL in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 20 funds tracked by Wall St. Rank hold OVL as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Overlay Shares Large Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 91 Overlay Shares Large Cap Equity ETF shares in Q4 2021, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Overlay Shares Large Cap Equity ETF position peaked at $3K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.