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

Wealthcare Advisory Partners’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
2026
Q2 		– Sell
-21,481
Closed -$441K – 1135
2026
Q1 		$441K Buy
+21,481
New +$444K 0.01% 744

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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. 16 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.
  • 16 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.