True Link Financial Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

True Link Financial Advisors’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
2026 Q3	–	Sell	-12,223	Closed	-$250K	–	108
2026 Q2	$250K	Buy	+12,223	New	+$251K	0.01%	91

Other funds holding OVB

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Ethos Capital Management Newtown, Pennsylvania $150M AUM 34.52% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Link Financial Advisors's OVB Position: Q3 2026 in Review

True Link Financial Advisors sold out of Overlay Shares Core Bond ETF (OVB) in Q3 2026, closing a stake of 12,223 shares — an estimated $250K sold.

True Link Financial Advisors first reported a position in OVB in Q2 2026 and held it in 1 quarter. The position peaked at $250K in Q2 2026. 6 funds tracked by Wall St. Rank hold OVB as of Q3 2026.

True Link Financial Advisors reported no remaining Overlay Shares Core Bond ETF position as of Q3 2026 after selling out during the quarter.
True Link Financial Advisors sold 12,223 Overlay Shares Core Bond ETF shares in Q3 2026, an estimated $250K.
True Link Financial Advisors first reported a position in Overlay Shares Core Bond ETF in Q2 2026 and held it in 1 quarter.
True Link Financial Advisors's Overlay Shares Core Bond ETF position peaked at $250K in Q2 2026.
6 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2026.

Based on True Link Financial Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.