UBS Group
OVT icon

UBS Group’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

UBS Group’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 		– Sell
-761
Closed -$16.7K – 10876
2026
Q1 		$16.7K Buy
761
+579
+318% +$12.8K ﹤0.01% 8059
2025
Q4 		$4K Sell
182
-3,084
-94% -$68.5K ﹤0.01% 8905
2025
Q3 		$73.1K Buy
3,266
+1,486
+83% +$32.9K ﹤0.01% 7311
2025
Q2 		$39.6K Sell
1,780
-1,222
-41% -$26.6K ﹤0.01% 7961
2025
Q1 		$66.2K Buy
+3,002
New +$66.5K ﹤0.01% 7368
2024
Q4 		– Sell
-105
Closed -$2.4K – 10266
2024
Q3 		$2.4K Buy
+105
New +$2.35K ﹤0.01% 8438
2024
Q2 		– Sell
-72
Closed -$1.6K – 9944
2024
Q1 		$1.6K Sell
72
-192
-73% -$4.22K ﹤0.01% 8103
2023
Q4 		$5.73K Buy
+264
New +$5.6K ﹤0.01% 7763
2023
Q2 		– Sell
-1,712
Closed -$37.2K – 9448
2023
Q1 		$37.2K Sell
1,712
-1,511
-47% -$32.5K ﹤0.01% 6645
2022
Q4 		$68.4K Buy
+3,223
New +$68.5K ﹤0.01% 6465
2022
Q3 		– Sell
-173
Closed -$4K – 10765
2022
Q2 		$4K Buy
+173
New +$3.89K ﹤0.01% 9098
2021
Q3 		– Sell
-5
Closed – – 9925
2021
Q2 		$0 Buy
+5
New +$126 ﹤0.01% 9692

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group's OVT Position: Q2 2026 in Review

UBS Group sold out of Overlay Shares Short Term Bond ETF (OVT) in Q2 2026, closing a stake of 761 shares — an estimated $16.7K sold.

UBS Group first reported a position in OVT in Q2 2021 and held it in 12 quarters. The position peaked at $73.1K in Q3 2025. 16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • UBS Group reported no remaining Overlay Shares Short Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 761 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $16.7K.
  • UBS Group first reported a position in Overlay Shares Short Term Bond ETF in Q2 2021 and held it in 12 quarters.
  • UBS Group's Overlay Shares Short Term Bond ETF position peaked at $73.1K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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