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Sound View Wealth Advisors Group’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Sound View Wealth Advisors Group’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,181
Closed -$308K – 288
2022
Q1 		$308K Sell
13,181
-26,347
-67% -$624K 0.06% 237
2021
Q4 		$967K Hold
39,528
– – 0.18% 122
2021
Q3 		$990K Buy
+39,528
New +$996K 0.21% 114

Other funds holding OVT

AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound View Wealth Advisors Group's OVT Position: Q2 2022 in Review

Sound View Wealth Advisors Group sold out of Overlay Shares Short Term Bond ETF (OVT) in Q2 2022, closing a stake of 13,181 shares — an estimated $308K sold.

Sound View Wealth Advisors Group first reported a position in OVT in Q3 2021 and held it in 3 quarters. The position peaked at $990K in Q3 2021. 6 funds tracked by Wall St. Rank hold OVT as of Q2 2022.

  • Sound View Wealth Advisors Group reported no remaining Overlay Shares Short Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 13,181 Overlay Shares Short Term Bond ETF shares in Q2 2022, an estimated $308K.
  • Sound View Wealth Advisors Group first reported a position in Overlay Shares Short Term Bond ETF in Q3 2021 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's Overlay Shares Short Term Bond ETF position peaked at $990K in Q3 2021.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2022, filed 5 Aug 2022.