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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
Q2 		$513K Buy
+23,510
New +$517K 0.03% 48

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

True Link Financial Advisors opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q2 2026: 23,510 shares worth $513K. The stake represents 0.03% of the portfolio and ranks #48 among its holdings.

7 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • True Link Financial Advisors held 23,510 shares of Overlay Shares Short Term Bond ETF worth $513K as of Q2 2026.
  • Overlay Shares Short Term Bond ETF was a new True Link Financial Advisors position in Q2 2026.
  • Overlay Shares Short Term Bond ETF made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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