Triumph Capital Management
OVL icon

Triumph Capital Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Triumph Capital Management’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.4K Buy
363
+2
+0.6% +$114 ﹤0.01% 968
2026
Q2 		$20.4K Buy
+361
New +$20.1K ﹤0.01% 934

Other funds holding OVL

Armis Advisers
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New Wave Wealth Advisors
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Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Johnson & White Wealth Management
Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Triumph Capital Management's OVL Position: Q3 2026 in Review

Triumph Capital Management increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 0.55% in Q3 2026, buying an estimated $114 and bringing the position to 363 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Triumph Capital Management first reported a position in OVL in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

  • Triumph Capital Management held 363 shares of Overlay Shares Large Cap Equity ETF worth $20.4K as of Q3 2026.
  • Triumph Capital Management bought 2 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $114.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #968 holding.
  • Triumph Capital Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.