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Wealthcare Advisory Partners’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Wealthcare Advisory Partners’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,528
Closed -$296K – 1136
2026
Q1 		$296K Buy
+13,528
New +$298K 0.01% 886

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Overlay Shares Short Term Bond ETF (OVT) in Q2 2026, closing a stake of 13,528 shares — an estimated $296K sold.

Wealthcare Advisory Partners first reported a position in OVT in Q1 2026 and held it in 1 quarter. The position peaked at $296K in Q1 2026. 16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Overlay Shares Short Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 13,528 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $296K.
  • Wealthcare Advisory Partners first reported a position in Overlay Shares Short Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Overlay Shares Short Term Bond ETF position peaked at $296K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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