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Listed Fd Tr shares owned by CLS Investments

Quarter-by-quarter ownership of Listed Fd Tr (OVLH) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $396k 10k 39.00
2025-06-30 $374k 10k 36.87
2025-03-31 $602k 18k 33.20
2024-12-31 $715k 21k 34.13

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

Top funds holding Listed Fd Tr

Armis Advisers
Holcombe Financial
Delta Investment Management
Commonwealth Equity Services
Apollon Wealth Management
Pacific Financial Group
Brian McDonald
LPL Financial
Gts Securities
PKS Advisory Services
CLS Investments
Old Mission Capital
Mercer Global Advisors
Raymond James Financial
IFP Advisors

View all funds holding Listed Fd Tr