NWMG
XOVR

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

National Wealth Management Group’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 		$274K Buy
+13,037
New +$249K 0.08% 181

Other funds holding XOVR

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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

National Wealth Management Group's XOVR Position: Q2 2026 in Review

National Wealth Management Group opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026: 13,037 shares worth $274K. The stake represents 0.08% of the portfolio and ranks #181 among its holdings.

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

  • National Wealth Management Group held 13,037 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $274K as of Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new National Wealth Management Group position in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #181 holding.
  • 50 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.