Stifel Financial
OVT icon

Stifel Financial’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Stifel Financial’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
2026
Q1 		– Sell
-11,864
Closed -$261K – 3718
2025
Q4 		$261K Buy
+11,864
New +$263K ﹤0.01% 3239

Other funds holding OVT

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Stifel Financial's OVT Position: Q1 2026 in Review

Stifel Financial sold out of Overlay Shares Short Term Bond ETF (OVT) in Q1 2026, closing a stake of 11,864 shares — an estimated $261K sold.

Stifel Financial first reported a position in OVT in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 13 funds tracked by Wall St. Rank hold OVT as of Q1 2026.

  • Stifel Financial reported no remaining Overlay Shares Short Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 11,864 Overlay Shares Short Term Bond ETF shares in Q1 2026, an estimated $261K.
  • Stifel Financial first reported a position in Overlay Shares Short Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Stifel Financial's Overlay Shares Short Term Bond ETF position peaked at $261K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.