QTR Family Wealth »

Overlay Shares Large Cap Equity Etf etf shares owned by QTR Family Wealth

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

Historical chart of QTR Family Wealth 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 QTR Family Wealth 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 QTR Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $435k 8.3k 52.32
2025-06-30 $511k 11k 48.31
2025-03-31 $466k 11k 43.79

More positions owned by QTR Family Wealth

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Alphabet Cap Stk Cl C (GOOG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Biohaven (BHVN)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Palantir Technologies Cl A (PLTR)
Abacus Global Mgmt Cl A (ABL)
Broadcom (AVGO)

View all positions for QTR Family Wealth

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