Avestar Capital
XOVR icon

Avestar Capital’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Avestar Capital’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
Q3 		$219K Hold
10,241
– – 0.02% 495
2026
Q2 		$216K Buy
+10,241
New +$196K 0.01% 512

Other funds holding XOVR

Wealth Quarterback
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Avestar Capital's XOVR Position: Q3 2026 in Review

Avestar Capital held its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) position steady in Q3 2026 at 10,241 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #495.

Avestar Capital first reported a position in XOVR in Q2 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold XOVR as of Q3 2026.

  • Avestar Capital held 10,241 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $219K as of Q3 2026.
  • Avestar Capital left its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF share count unchanged in Q3 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #495 holding.
  • Avestar Capital first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q2 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.