Birchbrook
XOVR icon

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

Birchbrook’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 		– Sell
-250
Closed -$5.26K – 307
2026
Q2 		$5.26K Buy
+250
New +$4.78K ﹤0.01% 233

Other funds holding XOVR

Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
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

Birchbrook's XOVR Position: Q3 2026 in Review

Birchbrook sold out of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q3 2026, closing a stake of 250 shares — an estimated $5.26K sold.

Birchbrook first reported a position in XOVR in Q2 2026 and held it in 1 quarter. The position peaked at $5.26K in Q2 2026. 72 funds tracked by Wall St. Rank hold XOVR as of Q3 2026.

  • Birchbrook reported no remaining EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position as of Q3 2026 after selling out during the quarter.
  • Birchbrook sold 250 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q3 2026, an estimated $5.26K.
  • Birchbrook first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q2 2026 and held it in 1 quarter.
  • Birchbrook's EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position peaked at $5.26K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.