Wealth Enhancement Advisory Services
OVM icon

Wealth Enhancement Advisory Services’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Wealth Enhancement Advisory Services’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
2023
Q4 		– Sell
-20,702
Closed -$433K – 2411
2023
Q3 		$433K Buy
+20,702
New +$449K ﹤0.01% 1510

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

Wealth Enhancement Advisory Services sold out of Overlay Shares Municipal Bond ETF (OVM) in Q4 2023, closing a stake of 20,702 shares — an estimated $433K sold.

Wealth Enhancement Advisory Services first reported a position in OVM in Q3 2023 and held it in 1 quarter. The position peaked at $433K in Q3 2023. 10 funds tracked by Wall St. Rank hold OVM as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Overlay Shares Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,702 Overlay Shares Municipal Bond ETF shares in Q4 2023, an estimated $433K.
  • Wealth Enhancement Advisory Services first reported a position in Overlay Shares Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Overlay Shares Municipal Bond ETF position peaked at $433K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q4 2023.

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