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Overlay Shares Large Cap Equity Etf etf shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors 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 New Wave Wealth Advisors 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.2M 144k 56.61

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Msci Emrg Chn (EMXC)
Global X Fds Data Ctr Dig Etf (DTCR)
Wedbush Ser Tr Dan Ive Revo Etf (IVES)
Ishares Tr Europe Etf (IEV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Listed Fds Tr Shares Lag Cap (OVL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for New Wave Wealth Advisors

Top funds holding Overlay Shares Large Cap Equity Etf etf

Armis Advisers
Envestnet Asset Management
Raymond James Financial
New Wave Wealth Advisors
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Legacy Private Trust
Janney Montgomery Scott
Evolution Wealth Management
Johnson & White Wealth Management
Smartleaf Asset Management
Apollon Wealth Management
CCM Partners
Equitable Holdings

View all funds holding Overlay Shares Large Cap Equity Etf etf