OVL

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Category	US Equities - Factor & Thematic	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	20.17%	Total Holdings	10	Perf Week	1.80%
Sponsor	Liquid Strategies	ETF Type		Tags	ETFs	Return% 3Y	20.43%	AUM	173.01M	Perf Month	2.12%
Fund Family		Bond Type		Tags	options	Return% 5Y	15.73%	NAV/sh		Perf Quarter	9.78%
Index	-	Average Maturity		Tags	large-cap	Return% 10Y		52W High	51.60 -0.12%	Perf Half Y	19.47%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	37.58 37.15%	Perf YTD	10.51%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.29%	Volatility	0.61% 0.70%	Perf Year	17.23%
Dividend TTM	1.53 (2.97%)	ESG Type		Tags	-	Flows% 3M	-25.93%	ATR (14)	0.43	Perf 3Y	58.76%
Dividend Ex-Date	Jul 03, 2025	Dividend Type		Sector/Theme		Flows% YTD	-6.52%	RSI (14)	68.31	Perf 5Y	79.22%
Dividend Gr. 3/5Y	17.18% 72.72%	Structure Type		Region		Flows% 1Y		Beta	1.16	Perf 10Y	-
Expense	0.79%	Growth/Value		SMA20	2.12%	Flows% 3Y		Rel Volume	0.08	Prev Close	51.55
Inverse/Leveraged		Market Cap		SMA50	3.67%	Flows% 5Y		Avg Volume	43.99K	Price	51.54
IPO	Oct 01, 2019	Option/Short	No / No	SMA200	9.84%	Trades		Volume	3,524	Change	-0.02%

May-01-25 06:42AM	OVL Vs. VOO: Old Dog Meets The New Dog (Seeking Alpha)
Apr-25-25 06:15AM	Small Caps Vs. Large Caps: The Cycle That's About To Turn (Seeking Alpha)
Apr-19-25 02:25AM	Q2 2025 Equity Market Outlook (Seeking Alpha)
Apr-04-25 09:30AM	Put Spread Selling Overlays In Large-Cap Equity Portfolios (Seeking Alpha) -5.91%
Nov-05-24 01:00PM	Overlay Shares to Transfer Funds to Cboe BZX Exchange (PR Newswire)
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Oct-03-24 02:00PM	Overlay Shares Reach 5-Year Track Record (PR Newswire)
Feb-01-22 10:51AM	Overlay Shares Cross $500 Million in Assets (PR Newswire)
Jan-21-21 07:17AM	Overlay Shares Launch New ETFs and Cross $300 Million in Assets (PR Newswire)
Sep-15-20 07:07AM	Overlay Shares Large Cap Equity ETF Crosses $100 Million in Assets (PR Newswire)
Jul-09-20 07:07AM	Overlay Shares Core Bond ETF Crosses $100 Million in Assets (PR Newswire)
Feb-18-20 07:07AM	Overlay Shares ETFs Cross $200 Million in Assets Since October Launch (PR Newswire)
Nov-25-19 09:05AM	Overlay Shares ETFs Cross $100 Million in Assets in Less Than Two Months (PR Newswire)
Oct-01-19 05:35PM	Liquid Strategies Presents Overlay Shares New Equity ETF Suite (ETF Trends)
08:30AM	Introducing Overlay Shares: New ETF 'Ovals' Seek to Get More Through the Power of an Overlay (PR Newswire)

Overlay Shares Large Cap Equity ETF seeks total return. The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large cap equity securities or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

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Overlay Shares Large Cap Equity ETF

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