Wealthcare Advisory Partners’s Overlay Shares Core Bond ETF OVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-21,481
Closed -$441K 1135
2026
Q1
$441K Buy
+21,481
New +$444K 0.01% 744

Other funds holding OVB

Wealthcare Advisory Partners's OVB Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Overlay Shares Core Bond ETF (OVB) in Q2 2026, closing a stake of 21,481 shares — an estimated $441K sold.

Wealthcare Advisory Partners first reported a position in OVB in Q1 2026 and held it in 1 quarter. The position peaked at $441K in Q1 2026. 2 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Overlay Shares Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 21,481 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $441K.
  • Wealthcare Advisory Partners first reported a position in Overlay Shares Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Overlay Shares Core Bond ETF position peaked at $441K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.