UBS Group
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UBS Group’s Overlay Shares Core Bond ETF OVB Stock Holding History

UBS Group’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 		– Sell
-555
Closed -$11.4K – 10872
2026
Q1 		$11.4K Buy
555
+381
+219% +$7.88K ﹤0.01% 8310
2025
Q4 		$3.57K Sell
174
-18,175
-99% -$377K ﹤0.01% 8994
2025
Q3 		$382K Sell
18,349
-11,029
-38% -$226K ﹤0.01% 6278
2025
Q2 		$603K Buy
29,378
+29,036
+8,490% +$584K ﹤0.01% 5854
2025
Q1 		$7.01K Sell
342
-858
-72% -$17.6K ﹤0.01% 8862
2024
Q4 		$24.3K Buy
+1,200
New +$25K ﹤0.01% 7754
2024
Q2 		– Sell
-324
Closed -$6.77K – 9941
2024
Q1 		$6.77K Sell
324
-750
-70% -$15.5K ﹤0.01% 7439
2023
Q4 		$22.1K Buy
1,074
+46
+4% +$908 ﹤0.01% 7050
2023
Q3 		$20.2K Buy
1,028
+788
+328% +$16K ﹤0.01% 6801
2023
Q2 		$4.97K Sell
240
-2,150
-90% -$44.7K ﹤0.01% 7488
2023
Q1 		$50.3K Buy
2,390
+796
+50% +$16.5K ﹤0.01% 6450
2022
Q4 		$32.3K Sell
1,594
-1,290
-45% -$26.3K ﹤0.01% 7159
2022
Q3 		$58K Buy
2,884
+736
+34% +$16K ﹤0.01% 6200
2022
Q2 		$47K Buy
+2,148
New +$47.9K ﹤0.01% 5969
2022
Q1 		– Sell
-715
Closed -$18K – 10718
2021
Q4 		$18K Buy
+715
New +$18.5K ﹤0.01% 7982
2021
Q2 		– Sell
-587
Closed -$15K – 9689
2021
Q1 		$15K Buy
+587
New +$15.3K ﹤0.01% 7631
2020
Q2 		– Sell
-983
Closed -$25K – 8252
2020
Q1 		$25K Buy
+983
New +$24.9K ﹤0.01% 6351

Other funds holding OVB

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Brookwood Investment Group
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Ethos Capital Management
Ethos Capital Management Newtown, Pennsylvania $150M AUM 34.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Luminist Capital
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

UBS Group's OVB Position: Q2 2026 in Review

UBS Group sold out of Overlay Shares Core Bond ETF (OVB) in Q2 2026, closing a stake of 555 shares — an estimated $11.4K sold.

UBS Group first reported a position in OVB in Q1 2020 and held it in 17 quarters. The position peaked at $603K in Q2 2025. 16 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • UBS Group reported no remaining Overlay Shares Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 555 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $11.4K.
  • UBS Group first reported a position in Overlay Shares Core Bond ETF in Q1 2020 and held it in 17 quarters.
  • UBS Group's Overlay Shares Core Bond ETF position peaked at $603K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.