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

Focus Financial Network’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	$300K	Sell	14,050 -1,599	-10%	-$32.5K	0.01%	625
2026 Q2	$329K	Buy	+15,649	New	+$299K	0.01%	587

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Focus Financial Network's XOVR Position: Q3 2026 in Review

Focus Financial Network reduced its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) stake by 10% in Q3 2026, selling an estimated $32.5K and leaving 14,050 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #625.

Focus Financial Network first reported a position in XOVR in Q2 2026 and has held it in 2 quarters since. The position peaked at $329K in Q2 2026. 33 funds tracked by Wall St. Rank hold XOVR as of Q3 2026.

Focus Financial Network held 14,050 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $300K as of Q3 2026.
Focus Financial Network sold 1,599 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q3 2026, an estimated $32.5K.
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #625 holding.
Focus Financial Network first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q2 2026 and has held it in 2 quarters since.
Focus Financial Network's EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position peaked at $329K in Q2 2026.
33 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.