Smartleaf Asset Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
30,101
-2,435
-7% -$117K 0.13% 184
2025
Q1
$1.41M Sell
32,536
-406
-1% -$17.6K 0.14% 169
2024
Q4
$1.54M Sell
32,942
-556
-2% -$26.1K 0.16% 146
2024
Q3
$1.55M Sell
33,498
-1,819
-5% -$84.2K 0.19% 125
2024
Q2
$1.56M Sell
35,317
-2,749
-7% -$122K 0.26% 86
2024
Q1
$1.62M Buy
38,066
+3,037
+9% +$129K 0.31% 75
2023
Q4
$1.32M Buy
+35,029
New +$1.32M 0.35% 69