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Overlay Shares Large Cap Equity Etf etf shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management 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 Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Large Cap Equity Etf etf by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 45k 52.32
2025-06-30 $2.7M 56k 48.31

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

Top funds holding Overlay Shares Large Cap Equity Etf etf

Armis Advisers
Envestnet Asset Management
Raymond James Financial
Legacy Private Trust
Jpmorgan Chase & Co
Royal Bank of Canada
Evolution Wealth Management
Equitable Holdings
Janney Montgomery Scott
Smartleaf Asset Management
Private Advisor
Johnson & White Wealth Management
Hilltop Holdings
Nbc Securities
Wolverine Trading

View all funds holding Overlay Shares Large Cap Equity Etf etf