Cedar Mountain Advisors’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Cedar Mountain Advisors’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	$2.16K	Hold	101	–	–	﹤0.01%	802
2026 Q2	$2.13K	Buy	+101	New	+$1.93K	﹤0.01%	844

Other funds holding XOVR

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Carter Financial Group Barrington, Illinois $196M AUM 20.26% 1-Year Est. Return

Cedar Mountain Advisors's XOVR Position: Q3 2026 in Review

Cedar Mountain Advisors held its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) position steady in Q3 2026 at 101 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Cedar Mountain Advisors first reported a position in XOVR in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold XOVR as of Q3 2026.

Cedar Mountain Advisors held 101 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $2.16K as of Q3 2026.
Cedar Mountain Advisors 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 ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #802 holding.
Cedar Mountain Advisors first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q2 2026 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.