KFP
XOVR

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

Keener Financial Planning’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
2025
Q4 		– Sell
-100
Closed -$2K – 228
2025
Q3 		$2K Hold
100
– – ﹤0.01% 201
2025
Q2 		$1K Hold
100
– – ﹤0.01% 208
2025
Q1 		$1K Buy
+100
New +$1.79K ﹤0.01% 171

Other funds holding XOVR

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JG
Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HEM
Henson-Edgewater Management Avon, Ohio $157M AUM

Keener Financial Planning's XOVR Position: Q4 2025 in Review

Keener Financial Planning sold out of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q4 2025, closing a stake of 100 shares — an estimated $2K sold.

Keener Financial Planning first reported a position in XOVR in Q1 2025 and held it in 3 quarters. The position peaked at $2K in Q3 2025. 88 funds tracked by Wall St. Rank hold XOVR as of Q4 2025.

  • Keener Financial Planning reported no remaining EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 100 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q4 2025, an estimated $2K.
  • Keener Financial Planning first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q1 2025 and held it in 3 quarters.
  • Keener Financial Planning's EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position peaked at $2K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.