Wells Fargo
OVT icon

Wells Fargo’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Wells Fargo’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 		$159K Buy
+7,268
New +$160K ﹤0.01% 5332
2024
Q2 		– Sell
-1,976
Closed -$44K – 7313
2024
Q1 		$44K Buy
1,976
+1,674
+554% +$36.8K ﹤0.01% 5308
2023
Q4 		$6.56K Buy
+302
New +$6.41K ﹤0.01% 5917

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

Wells Fargo's OVT Position: Q2 2026 in Review

Wells Fargo opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q2 2026: 7,268 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #5332 among its holdings. This is a return to the name: Wells Fargo previously reported a position in OVT as recently as Q1 2024.

Wells Fargo first reported a position in OVT in Q4 2023 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • Wells Fargo held 7,268 shares of Overlay Shares Short Term Bond ETF worth $159K as of Q2 2026.
  • Overlay Shares Short Term Bond ETF was a new Wells Fargo position in Q2 2026.
  • Overlay Shares Short Term Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5332 holding.
  • Wells Fargo first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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