UBS Group
OVM icon

UBS Group’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

UBS Group’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-258
Closed -$5.53K – 10874
2026
Q1 		$5.53K Buy
258
+84
+48% +$1.82K ﹤0.01% 8778
2025
Q4 		$3.73K Sell
174
-703
-80% -$15.2K ﹤0.01% 8961
2025
Q3 		$18.9K Sell
877
-133
-13% -$2.81K ﹤0.01% 8187
2025
Q2 		$21.3K Sell
1,010
-1,546
-60% -$32.2K ﹤0.01% 8386
2025
Q1 		$54.5K Buy
2,556
+2,287
+850% +$49.8K ﹤0.01% 7522
2024
Q4 		$5.86K Sell
269
-49
-15% -$1.09K ﹤0.01% 8614
2024
Q3 		$7.21K Sell
318
-142
-31% -$3.17K ﹤0.01% 7926
2024
Q2 		$10.2K Buy
+460
New +$10.1K ﹤0.01% 7702
2024
Q1 		– Sell
-307
Closed -$6.78K – 9829
2023
Q4 		$6.78K Sell
307
-2,198
-88% -$46.6K ﹤0.01% 7673
2023
Q3 		$52.4K Buy
2,505
+2,331
+1,340% +$50.6K ﹤0.01% 6263
2023
Q2 		$3.85K Sell
174
-237
-58% -$5.22K ﹤0.01% 7594
2023
Q1 		$9.15K Sell
411
-4,989
-92% -$110K ﹤0.01% 7674
2022
Q4 		$117K Buy
+5,400
New +$116K ﹤0.01% 5957
2020
Q4 		– Sell
-168
Closed -$4K – 8641
2020
Q3 		$4K Buy
+168
New +$4.32K ﹤0.01% 7425
2020
Q2 		– Sell
-306
Closed -$7K – 8253
2020
Q1 		$7K Buy
306
+61
+25% +$1.53K ﹤0.01% 7150
2019
Q4 		$6K Buy
+245
New +$6.18K ﹤0.01% 7522

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's OVM Position: Q2 2026 in Review

UBS Group sold out of Overlay Shares Municipal Bond ETF (OVM) in Q2 2026, closing a stake of 258 shares — an estimated $5.53K sold.

UBS Group first reported a position in OVM in Q4 2019 and held it in 16 quarters. The position peaked at $117K in Q4 2022. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • UBS Group reported no remaining Overlay Shares Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 258 Overlay Shares Municipal Bond ETF shares in Q2 2026, an estimated $5.53K.
  • UBS Group first reported a position in Overlay Shares Municipal Bond ETF in Q4 2019 and held it in 16 quarters.
  • UBS Group's Overlay Shares Municipal Bond ETF position peaked at $117K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

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