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

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 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.