GSWM
XOVR

Golden State Wealth Management’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Golden State Wealth Management’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 		$84.3K Buy
+4,007
New +$76.5K 0.01% 614

Other funds holding XOVR

PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
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
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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

Golden State Wealth Management's XOVR Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026: 4,007 shares worth $84.3K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings.

52 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Golden State Wealth Management held 4,007 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $84.3K as of Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new Golden State Wealth Management position in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #614 holding.
  • 52 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.