AWM
XOVR

Accel Wealth Management’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Accel Wealth Management’s Portfolio XOVR Stock Details XOVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,280
Closed -$207K – 316
2026
Q1 		$207K Buy
+12,280
New +$223K 0.05% 271

Other funds holding XOVR

PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accel Wealth Management's XOVR Position: Q2 2026 in Review

Accel Wealth Management sold out of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026, closing a stake of 12,280 shares — an estimated $207K sold.

Accel Wealth Management first reported a position in XOVR in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 75 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Accel Wealth Management reported no remaining EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position as of Q2 2026 after selling out during the quarter.
  • Accel Wealth Management sold 12,280 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q2 2026, an estimated $207K.
  • Accel Wealth Management first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q1 2026 and held it in 1 quarter.
  • Accel Wealth Management's EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position peaked at $207K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.