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 Q2	$250K	Buy	+12,223	New	+$251K	0.01%	91

Other funds holding OVB

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Ethos Capital Management Newtown, Pennsylvania $140M AUM

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

True Link Financial Advisors's OVB Position: Q2 2026 in Review

True Link Financial Advisors opened a new position in Overlay Shares Core Bond ETF (OVB) in Q2 2026: 12,223 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #91 among its holdings.

10 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

True Link Financial Advisors held 12,223 shares of Overlay Shares Core Bond ETF worth $250K as of Q2 2026.
Overlay Shares Core Bond ETF was a new True Link Financial Advisors position in Q2 2026.
Overlay Shares Core Bond ETF made up 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #91 holding.
10 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.