Wells Fargo
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Wells Fargo’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Wells Fargo’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Buy
+5,795
New +$237K ﹤0.01% 5075
2024
Q1 		– Sell
-125
Closed -$3.61K – 7654
2023
Q4 		$3.61K Buy
+125
New +$3.45K ﹤0.01% 6008

Other funds holding OVLH

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
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wells Fargo's OVLH Position: Q2 2026 in Review

Wells Fargo opened a new position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q2 2026: 5,795 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #5075 among its holdings. This is a return to the name: Wells Fargo previously reported a position in OVLH as recently as Q4 2023.

Wells Fargo first reported a position in OVLH in Q4 2023 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Wells Fargo held 5,795 shares of Overlay Shares Hedged Large Cap Equity ETF worth $242K as of Q2 2026.
  • Overlay Shares Hedged Large Cap Equity ETF was a new Wells Fargo position in Q2 2026.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5075 holding.
  • Wells Fargo first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2023 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.