True Link Financial Advisors’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

True Link Financial Advisors’s Portfolio OVF Stock Details OVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Buy	+7,700	New	+$242K	0.01%	94

Other funds holding OVF

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

JWWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

True Link Financial Advisors opened a new position in Overlay Shares Foreign Equity ETF (OVF) in Q2 2026: 7,700 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #94 among its holdings.

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

True Link Financial Advisors held 7,700 shares of Overlay Shares Foreign Equity ETF worth $244K as of Q2 2026.
Overlay Shares Foreign Equity ETF was a new True Link Financial Advisors position in Q2 2026.
Overlay Shares Foreign Equity ETF made up 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #94 holding.
10 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q2 2026.

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