Wells Fargo
OVLH icon

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
2024
Q1 		– Sell
-125
Closed -$3.61K – 7654
2023
Q4 		$3.61K Buy
+125
New +$3.45K ﹤0.01% 6008

Other funds holding OVLH

BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Wells Fargo's OVLH Position: Q1 2024 in Review

Wells Fargo sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q1 2024, closing a stake of 125 shares — an estimated $3.61K sold.

Wells Fargo first reported a position in OVLH in Q4 2023 and held it in 1 quarter. The position peaked at $3.61K in Q4 2023. 12 funds tracked by Wall St. Rank hold OVLH as of Q1 2024.

  • Wells Fargo reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 125 Overlay Shares Hedged Large Cap Equity ETF shares in Q1 2024, an estimated $3.61K.
  • Wells Fargo first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Wells Fargo's Overlay Shares Hedged Large Cap Equity ETF position peaked at $3.61K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.