True Link Financial Advisors
OVT icon

True Link Financial Advisors’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

True Link Financial Advisors’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
2026
Q3 		– Sell
-23,510
Closed -$513K – 111
2026
Q2 		$513K Buy
+23,510
New +$517K 0.03% 48

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BWA
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Parallel Advisors
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Global Retirement Partners
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REAP Financial Group
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True Link Financial Advisors's OVT Position: Q3 2026 in Review

True Link Financial Advisors sold out of Overlay Shares Short Term Bond ETF (OVT) in Q3 2026, closing a stake of 23,510 shares — an estimated $513K sold.

True Link Financial Advisors first reported a position in OVT in Q2 2026 and held it in 1 quarter. The position peaked at $513K in Q2 2026. 8 funds tracked by Wall St. Rank hold OVT as of Q3 2026.

  • True Link Financial Advisors reported no remaining Overlay Shares Short Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 23,510 Overlay Shares Short Term Bond ETF shares in Q3 2026, an estimated $513K.
  • True Link Financial Advisors first reported a position in Overlay Shares Short Term Bond ETF in Q2 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Overlay Shares Short Term Bond ETF position peaked at $513K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q3 2026.

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