True Link Financial Advisors
OVL icon

True Link Financial Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

True Link Financial Advisors’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,714
Closed -$267K – 110
2026
Q2 		$267K Buy
+4,714
New +$263K 0.02% 86

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Smartleaf Asset Management
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Johnson & White Wealth Management
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MAM
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Evolution Wealth Management
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Apollon Wealth Management
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True Link Financial Advisors's OVL Position: Q3 2026 in Review

True Link Financial Advisors sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q3 2026, closing a stake of 4,714 shares — an estimated $267K sold.

True Link Financial Advisors first reported a position in OVL in Q2 2026 and held it in 1 quarter. The position peaked at $267K in Q2 2026. 27 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

  • True Link Financial Advisors reported no remaining Overlay Shares Large Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 4,714 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $267K.
  • True Link Financial Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Overlay Shares Large Cap Equity ETF position peaked at $267K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

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