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TRUADVICE’s Overlay Shares Core Bond ETF OVB Stock Holding History

TRUADVICE’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.54M Buy
+181,796
New +$3.68M 1.39% 17

Other funds holding OVB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRUADVICE's OVB Position: Q3 2023 in Review

TRUADVICE opened a new position in Overlay Shares Core Bond ETF (OVB) in Q3 2023: 181,796 shares worth $3.54M. The stake represents 1.39% of the portfolio and ranks #17 among its holdings.

14 funds tracked by Wall St. Rank hold OVB as of Q3 2023.

  • TRUADVICE held 181,796 shares of Overlay Shares Core Bond ETF worth $3.54M as of Q3 2023.
  • Overlay Shares Core Bond ETF was a new TRUADVICE position in Q3 2023.
  • Overlay Shares Core Bond ETF made up 1.39% of TRUADVICE's portfolio in Q3 2023, its #17 holding.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.