NFG
XOVR

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

Nations Financial 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 		$1.18M Buy
+55,997
New +$1.07M 0.06% 339
2025
Q2 		– Sell
-64,740
Closed -$1.03M – 704
2025
Q1 		$1.03M Buy
+64,740
New +$1.16M 0.08% 266

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Nations Financial Group's XOVR Position: Q2 2026 in Review

Nations Financial Group opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q2 2026: 55,997 shares worth $1.18M. The stake represents 0.06% of the portfolio and ranks #339 among its holdings. This is a return to the name: Nations Financial Group previously reported a position in XOVR as recently as Q1 2025.

Nations Financial Group first reported a position in XOVR in Q1 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

  • Nations Financial Group held 55,997 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $1.18M as of Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new Nations Financial Group position in Q2 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #339 holding.
  • Nations Financial Group first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q1 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.