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Listed Fd Tr shares owned by CLS Investments

Quarter-by-quarter ownership of Listed Fd Tr (OVT) 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
2026-03-31 $2.5M 113k 21.91
2024-12-31 $327k 15k 21.95

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Ishares Tr Core S&p500 Etf (IVV)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for CLS Investments

Top funds holding Listed Fd Tr

Oasis Advisors
Armis Advisers
Holcombe Financial
CLS Investments
Evolution Wealth Management
Raymond James Financial
Wealthcare Advisory Partners
Union Bankshares
REAP Financial Group
UBS Group
Royal Bank of Canada
Advisor Group Holdings
AE Wealth Management

View all funds holding Listed Fd Tr