Keystone Financial Group (Georgia)’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Keystone Financial Group (Georgia)’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	$232	Hold	11	–	–	﹤0.01%	120
2026 Q1	$186	Hold	11	–	–	﹤0.01%	131
2025 Q4	$222	Hold	11	–	–	﹤0.01%	132
2025 Q3	$232	Hold	11	–	–	﹤0.01%	126
2025 Q2	$215	Hold	11	–	–	﹤0.01%	147
2025 Q1	$184	Hold	11	–	–	﹤0.01%	155
2024 Q4	$198	Buy	+11	New	+$194	﹤0.01%	158

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

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

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

Keystone Financial Group (Georgia)'s XOVR Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) position steady in Q2 2026 at 11 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Keystone Financial Group (Georgia) first reported a position in XOVR in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

Keystone Financial Group (Georgia) held 11 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $232 as of Q2 2026.
Keystone Financial Group (Georgia) 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 Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #120 holding.
Keystone Financial Group (Georgia) first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.