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Sound Income Strategies’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Sound Income Strategies’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-502
Closed -$10.8K – 1799
2026
Q1 		$10.8K Hold
502
– – ﹤0.01% 1466
2025
Q4 		$10.9K Hold
502
– – ﹤0.01% 1422
2025
Q3 		$10.7K Buy
+502
New +$10.6K ﹤0.01% 992

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Sound Income Strategies's OVM Position: Q2 2026 in Review

Sound Income Strategies sold out of Overlay Shares Municipal Bond ETF (OVM) in Q2 2026, closing a stake of 502 shares — an estimated $10.8K sold.

Sound Income Strategies first reported a position in OVM in Q3 2025 and held it in 3 quarters. The position peaked at $10.9K in Q4 2025. 4 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • Sound Income Strategies reported no remaining Overlay Shares Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 502 Overlay Shares Municipal Bond ETF shares in Q2 2026, an estimated $10.8K.
  • Sound Income Strategies first reported a position in Overlay Shares Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Overlay Shares Municipal Bond ETF position peaked at $10.9K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.