UBS Group
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UBS Group’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

UBS Group’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33
Closed -$1.25K – 10873
2026
Q1 		$1.25K Sell
33
-138
-81% -$5.41K ﹤0.01% 9570
2025
Q4 		$6.74K Buy
+171
New +$6.73K ﹤0.01% 8518
2025
Q3 		– Sell
-1,097
Closed -$40.4K – 10761
2025
Q2 		$40.4K Buy
+1,097
New +$38.1K ﹤0.01% 7943
2025
Q1 		– Sell
-33
Closed -$1.13K – 10585
2024
Q4 		$1.13K Buy
33
+29
+725% +$998 ﹤0.01% 9304
2024
Q3 		$135 Sell
4
-353
-99% -$11.6K ﹤0.01% 9126
2024
Q2 		$11.5K Buy
357
+279
+358% +$8.69K ﹤0.01% 7637
2024
Q1 		$2.44K Sell
78
-902
-92% -$27K ﹤0.01% 7903
2023
Q4 		$28.3K Buy
+980
New +$27K ﹤0.01% 6877
2023
Q3 		– Sell
-83
Closed -$2.31K – 9837
2023
Q2 		$2.31K Sell
83
-644
-89% -$17.1K ﹤0.01% 7774
2023
Q1 		$18.8K Buy
727
+96
+15% +$2.45K ﹤0.01% 7129
2022
Q4 		$15.7K Buy
+631
New +$15.9K ﹤0.01% 7953
2022
Q3 		– Sell
-512
Closed -$13K – 10764
2022
Q2 		$13K Buy
+512
New +$13.4K ﹤0.01% 7532
2021
Q4 		– Sell
-313
Closed -$9K – 10575
2021
Q3 		$9K Buy
313
+312
+31,200% +$8.87K ﹤0.01% 8104
2021
Q2 		$0 Sell
1
-113
-99% -$3.05K ﹤0.01% 9690
2021
Q1 		$3K Buy
+114
New +$2.91K ﹤0.01% 8528

Other funds holding OVLH

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
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group's OVLH Position: Q2 2026 in Review

UBS Group sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q2 2026, closing a stake of 33 shares — an estimated $1.25K sold.

UBS Group first reported a position in OVLH in Q1 2021 and held it in 15 quarters. The position peaked at $40.4K in Q2 2025. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • UBS Group reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 33 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $1.25K.
  • UBS Group first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q1 2021 and held it in 15 quarters.
  • UBS Group's Overlay Shares Hedged Large Cap Equity ETF position peaked at $40.4K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

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