IFWM
XOVR

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

Institute for 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 		$106K Buy
+5,050
New +$96.5K 0.01% 664

Other funds holding XOVR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's XOVR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026: 5,050 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings.

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

  • Institute for Wealth Management held 5,050 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $106K as of Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new Institute for Wealth Management position in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #664 holding.
  • 133 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.