TRUADVICE’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

TRUADVICE’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
2023 Q3	$2.85M	Buy	+82,140	New	+$2.93M	1.12%	22

Other funds holding OVL

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

TRUADVICE's OVL Position: Q3 2023 in Review

TRUADVICE opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q3 2023: 82,140 shares worth $2.85M. The stake represents 1.12% of the portfolio and ranks #22 among its holdings.

23 funds tracked by Wall St. Rank hold OVL as of Q3 2023.

TRUADVICE held 82,140 shares of Overlay Shares Large Cap Equity ETF worth $2.85M as of Q3 2023.
Overlay Shares Large Cap Equity ETF was a new TRUADVICE position in Q3 2023.
Overlay Shares Large Cap Equity ETF made up 1.12% of TRUADVICE's portfolio in Q3 2023, its #22 holding.
23 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2023.

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