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Overlay Shares Core Bond Etf etf shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Overlay Shares Core Bond Etf etf (OVB) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Overlay Shares Core Bond Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Core Bond Etf etf held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Core Bond Etf etf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.2k 350 20.69
2024-03-31 $7.3k 350 20.90
2023-12-31 $15k 730 20.57
2023-09-30 $14k 730 19.63
2023-06-30 $15k 730 20.72
2023-03-31 $48k 2.3k 21.05

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

Top funds holding Overlay Shares Core Bond Etf etf

HighTower Advisors
Lakeview Capital Partners
IFP Advisors
Old Mission Capital
Sandy Spring Bank
Jpmorgan Chase & Co
Morgan Stanley
Cape Investment Advisory

View all funds holding Overlay Shares Core Bond Etf etf