Next Level Wealth Planning
XOVR icon

Next Level Wealth Planning’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Next Level Wealth 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
2026
Q3 		$3.03K Buy
+142
New +$2.89K ﹤0.01% 426

Other funds holding XOVR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Next Level Wealth Planning's XOVR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) in Q3 2026: 142 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

104 funds tracked by Wall St. Rank hold XOVR as of Q3 2026.

  • Next Level Wealth Planning held 142 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $3.03K as of Q3 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF was a new Next Level Wealth Planning position in Q3 2026.
  • EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #426 holding.
  • 104 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.