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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 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. 2 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.
2 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.