Carson Wealth (CWM LLC)
XOVR

Carson Wealth (CWM LLC)’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XOVR Stock Details XOVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26K Hold
1,358
– – ﹤0.01% 3759
2025
Q1 		$22K Buy
1,358
+58
+4% +$940 ﹤0.01% 3614
2024
Q4 		$23K Buy
+1,300
New +$23K ﹤0.01% 3355