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

Kingsview 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
2025 Q4	–	Sell	-17,322	Closed	-$366K	–	1336
2025 Q3	$366K	Sell	17,322 -2,513	-13%	-$50.1K	0.01%	899
2025 Q2	$379K	Buy	+19,835	New	+$341K	0.01%	866

Other funds holding XOVR

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

HEM

Henson-Edgewater Management Avon, Ohio $157M AUM

Kingsview Wealth Management's XOVR Position: Q4 2025 in Review

Kingsview Wealth Management sold out of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q4 2025, closing a stake of 17,322 shares — an estimated $366K sold.

Kingsview Wealth Management first reported a position in XOVR in Q2 2025 and held it in 2 quarters. The position peaked at $379K in Q2 2025. 88 funds tracked by Wall St. Rank hold XOVR as of Q4 2025.

Kingsview Wealth Management reported no remaining EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 17,322 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q4 2025, an estimated $366K.
Kingsview Wealth Management first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q2 2025 and held it in 2 quarters.
Kingsview Wealth Management's EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF position peaked at $379K in Q2 2025.
88 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.