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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
Q2 		$20.4K Buy
+361
New +$20.1K ﹤0.01% 934

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Triumph Capital Management's OVL Position: Q2 2026 in Review

Triumph Capital Management opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 361 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

11 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Triumph Capital Management held 361 shares of Overlay Shares Large Cap Equity ETF worth $20.4K as of Q2 2026.
  • Overlay Shares Large Cap Equity ETF was a new Triumph Capital Management position in Q2 2026.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #934 holding.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.