Wealth Enhancement Advisory Services
OVB icon

Wealth Enhancement Advisory Services’s Overlay Shares Core Bond ETF OVB Stock Holding History

Wealth Enhancement Advisory Services’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
2023
Q4 		– Sell
-27,238
Closed -$535K – 2410
2023
Q3 		$535K Buy
+27,238
New +$552K ﹤0.01% 1389

Other funds holding OVB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's OVB Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Overlay Shares Core Bond ETF (OVB) in Q4 2023, closing a stake of 27,238 shares — an estimated $535K sold.

Wealth Enhancement Advisory Services first reported a position in OVB in Q3 2023 and held it in 1 quarter. The position peaked at $535K in Q3 2023. 14 funds tracked by Wall St. Rank hold OVB as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Overlay Shares Core Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 27,238 Overlay Shares Core Bond ETF shares in Q4 2023, an estimated $535K.
  • Wealth Enhancement Advisory Services first reported a position in Overlay Shares Core Bond ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Overlay Shares Core Bond ETF position peaked at $535K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.