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Salem Investment Counselors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Salem Investment Counselors’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
2026
Q2 		$5.66K Buy
+100
New +$5.57K ﹤0.01% 998

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Salem Investment Counselors's OVL Position: Q2 2026 in Review

Salem Investment Counselors opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 100 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

6 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Salem Investment Counselors held 100 shares of Overlay Shares Large Cap Equity ETF worth $5.66K as of Q2 2026.
  • Overlay Shares Large Cap Equity ETF was a new Salem Investment Counselors position in Q2 2026.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #998 holding.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.