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

TRUADVICE’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$650K Buy
+23,880
New +$664K 0.26% 101

Other funds holding OVLH

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

TRUADVICE's OVLH Position: Q3 2023 in Review

TRUADVICE opened a new position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q3 2023: 23,880 shares worth $650K. The stake represents 0.26% of the portfolio and ranks #101 among its holdings.

8 funds tracked by Wall St. Rank hold OVLH as of Q3 2023.

  • TRUADVICE held 23,880 shares of Overlay Shares Hedged Large Cap Equity ETF worth $650K as of Q3 2023.
  • Overlay Shares Hedged Large Cap Equity ETF was a new TRUADVICE position in Q3 2023.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.26% of TRUADVICE's portfolio in Q3 2023, its #101 holding.
  • 8 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q3 2023.

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