Wealthcare Advisory Partners’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History
Bought
Maintained
Sold
Other funds holding OVL
MAM
Wealthcare Advisory Partners's OVL Position: Q3 2026 in Review
Wealthcare Advisory Partners increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 151% in Q3 2026, buying an estimated $1.1M and bringing the position to 31,981 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #422.
Wealthcare Advisory Partners first reported a position in OVL in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold OVL as of Q3 2026.
- Wealthcare Advisory Partners held 31,981 shares of Overlay Shares Large Cap Equity ETF worth $1.8M as of Q3 2026.
- Wealthcare Advisory Partners bought 19,262 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $1.1M.
- Overlay Shares Large Cap Equity ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #422 holding.
- Wealthcare Advisory Partners first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
- 9 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.