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TRUADVICE’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

TRUADVICE’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.73M Buy
+129,845
New +$2.78M 1.07% 23

Other funds holding OVT

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

TRUADVICE's OVT Position: Q3 2023 in Review

TRUADVICE opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q3 2023: 129,845 shares worth $2.73M. The stake represents 1.07% of the portfolio and ranks #23 among its holdings.

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

  • TRUADVICE held 129,845 shares of Overlay Shares Short Term Bond ETF worth $2.73M as of Q3 2023.
  • Overlay Shares Short Term Bond ETF was a new TRUADVICE position in Q3 2023.
  • Overlay Shares Short Term Bond ETF made up 1.07% of TRUADVICE's portfolio in Q3 2023, its #23 holding.
  • 8 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2023.

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