OVL

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Category	US Equities - Factor & Thematic
Sponsor	Liquid Strategies
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	4.05 (7.11%)
Dividend Ex-Date	Jun 26, 2026
Dividend Gr. 3/5Y	10.70% 32.73%
Expense	0.79%
Inverse/Leveraged
IPO	Oct 01, 2019

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / Yes

Tags	U.S.
Tags	ETFs
Tags	options
Tags	large-cap
Tags	-
Tags	-
Tags	-
Sector/Theme
Region
SMA20	1.12%
SMA50	0.75%
SMA200	6.00%

Return% 1Y	26.04%
Return% 3Y	22.76%
Return% 5Y	13.71%
Return% 10Y
Return% SI
Flows% 1M	15.52%
Flows% 3M	68.57%
Flows% YTD	62.95%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	8
AUM	314.14M
NAV/sh
52W High	58.28 -2.21%
52W Low	47.99 18.75%
Volatility	1.23% 1.46%
ATR (14)	0.81
RSI (14)	54.29
Beta	1.13
Rel Volume	1.56
Avg Volume	90.05K
Volume	140,254

Perf Week	3.37%
Perf Month	-1.20%
Perf Quarter	12.38%
Perf Half Y	7.10%
Perf YTD	7.10%
Perf Year	17.09%
Perf 3Y	61.96%
Perf 5Y	54.51%
Perf 10Y	-
Prev Close	56.45
Price	56.99
Change	0.96%

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)
02:00PM	Loading…
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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