Stephen J. Garry & Associates’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Stephen J. Garry & Associates’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
2025 Q3	–	Sell	-12,700	Closed	-$268K	–	52
2025 Q2	$268K	Hold	12,700	–	–	0.23%	41
2025 Q1	$271K	Sell	12,700 -1,300	-9%	-$28.3K	0.25%	35
2024 Q4	$305K	Buy	+14,000	New	+$311K	0.28%	34

Other funds holding OVM

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Stephen J. Garry & Associates's OVM Position: Q3 2025 in Review

Stephen J. Garry & Associates sold out of Overlay Shares Municipal Bond ETF (OVM) in Q3 2025, closing a stake of 12,700 shares — an estimated $268K sold.

Stephen J. Garry & Associates first reported a position in OVM in Q4 2024 and held it in 3 quarters. The position peaked at $305K in Q4 2024. 8 funds tracked by Wall St. Rank hold OVM as of Q3 2025.

Stephen J. Garry & Associates reported no remaining Overlay Shares Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephen J. Garry & Associates sold 12,700 Overlay Shares Municipal Bond ETF shares in Q3 2025, an estimated $268K.
Stephen J. Garry & Associates first reported a position in Overlay Shares Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
Stephen J. Garry & Associates's Overlay Shares Municipal Bond ETF position peaked at $305K in Q4 2024.
8 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q3 2025.

Based on Stephen J. Garry & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.