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Resurgent Financial Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

Resurgent Financial Advisors’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
2023
Q3 		– Sell
-5,617
Closed -$116K – 518
2023
Q2 		$116K Sell
5,617
-1,028
-15% -$21.4K 0.08% 215
2023
Q1 		$140K Buy
6,645
+372
+6% +$7.73K 0.09% 192
2022
Q4 		$127K Buy
+6,273
New +$128K 0.07% 268
2022
Q1 		– Sell
-7,902
Closed -$202K – 200
2021
Q4 		$202K Buy
+7,902
New +$204K 0.16% 124

Other funds holding OVB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resurgent Financial Advisors's OVB Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Overlay Shares Core Bond ETF (OVB) in Q3 2023, closing a stake of 5,617 shares — an estimated $116K sold.

Resurgent Financial Advisors first reported a position in OVB in Q4 2021 and held it in 4 quarters. The position peaked at $202K in Q4 2021. 14 funds tracked by Wall St. Rank hold OVB as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Overlay Shares Core Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 5,617 Overlay Shares Core Bond ETF shares in Q3 2023, an estimated $116K.
  • Resurgent Financial Advisors first reported a position in Overlay Shares Core Bond ETF in Q4 2021 and held it in 4 quarters.
  • Resurgent Financial Advisors's Overlay Shares Core Bond ETF position peaked at $202K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.