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OVTOVT
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in LISTED FD TR

AE Wealth Management LLC holds 878 shares of OVT (LISTED FD TR), worth $19,161 as of 2026-Q2. The position was increased (+877x shares). OVT represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$19,161

Current Shares

878

Total Value Change

-$32,266

Total Shares Change

-1,465

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
878
+877x
$19,1610.0%$21.71
30
2026-Q1
Decreased
1
-100.0%
$200.0%$21.44
0
2025-Q4
Increased
2,353
+0.0%
$51,7290.0%$21.19
20
2025-Q3
Increased
2,352
+0.4%
$52,6490.0%$20.76
21
2025-Q2
Unchanged
2,343
0.0%
$52,1320.0%$20.30
0
2025-Q1
Unchanged
2,343
0.0%
$51,7030.0%$19.79
0
2024-Q4
New
2,343
-
$51,4270.0%$19.69
28

Other major holders of OVT: MERCER GLOBAL ADVISORS INC /ADV, Virtu Financial LLC, Orion Porfolio Solutions, LLC

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