FMP
XOVR

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

Financial Management Professionals’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 		$10.5K Hold
500
– – ﹤0.01% 577
2026
Q1 		$8.45K Hold
500
– – ﹤0.01% 562
2025
Q4 		$10.1K Buy
+500
New +$10.3K ﹤0.01% 531

Other funds holding XOVR

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Financial Management Professionals's XOVR Position: Q2 2026 in Review

Financial Management Professionals held its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) position steady in Q2 2026 at 500 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Financial Management Professionals first reported a position in XOVR in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Financial Management Professionals held 500 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $10.5K as of Q2 2026.
  • Financial Management Professionals left its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF share count unchanged in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #577 holding.
  • Financial Management Professionals first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.