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Overlay Shares Municipal Bond ETF
21.38
USD
+0.04
0.19%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
1 day
0.19%
5 days
-0.51%
1 month
0.14%
3 months
-1.79%
6 months
-2.46%
Year to date
-0.7%
1 year
1.76%
5 years
-18.86%
10 years
-14.51%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AA
1
Armis Advisers
Atlanta,
Georgia
| $19.1M | -$1.51M | -70,211 | -7% |
|
| 2 |
IA
2
IFP Advisors
Tampa,
Florida
| $1.1M | +$2.11K | +98 | +0.2% |
|
| 3 |
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $603K | +$606K | +28,120 | New |
|
| 4 |
4
MML Investors Services
Springfield,
Massachusetts
| $239K | +$240K | +11,145 | New |
|
| 5 |
OMC
5
Old Mission Capital
Chicago,
Illinois
| $213K | -$88.1K | -4,086 | -29% |
|
| 6 |
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $208K | +$209K | +9,699 | New |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $50.6K | -$27.1K | -1,257 | -35% |
|
| 8 |
KAS
8
Kestra Advisory Services
Austin,
Texas
| $20.3K | +$20.4K | +944 | New |
|
| 9 |
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.9K | – | – | – |
|
| 10 |
EWM
10
Evolution Wealth Management
Fort Myers,
Florida
| $10.5K | – | – | – |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $3.73K | -$15.2K | -703 | -80% |
|
| 12 |
12
Morgan Stanley
New York
| $46 | -$25.1K | -1,165 | -100% |
|