Elevation Advisory Partners »

Overlay Shares Large Cap Equity Etf etf shares owned by Elevation Advisory Partners

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by Elevation Advisory Partners from 13F filings

Historical chart of Elevation Advisory Partners investment in Overlay Shares Large Cap Equity Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Large Cap Equity Etf etf held by Elevation Advisory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Overlay Shares Large Cap Equity Etf etf by Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $336k 6.2k 54.52

More positions owned by Elevation Advisory Partners

NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Arm Holdings Sponsored Ads (ARM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
Argan (AGX)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)

View all positions for Elevation Advisory Partners

Top funds holding Overlay Shares Large Cap Equity Etf etf

Armis Advisers
Envestnet Asset Management
Raymond James Financial
Legacy Private Trust
Evolution Wealth Management
Janney Montgomery Scott
Private Advisor
Smartleaf Asset Management
Johnson & White Wealth Management
Apollon Wealth Management
Equitable Holdings
Hilltop Holdings
LPL Financial
CLS Investments
Nbc Securities

View all funds holding Overlay Shares Large Cap Equity Etf etf