Wealthcare Advisory Partners’s EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF XOVR Stock Holding History

Wealthcare Advisory Partners’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	$1.06M	Buy	50,368 +8,298	+20%	+$158K	0.02%	503
2026 Q1	$711K	Buy	42,070 +6,636	+19%	+$121K	0.01%	600
2025 Q4	$714K	Buy	35,434 +597	+2%	+$12.2K	0.01%	594
2025 Q3	$736K	Buy	34,837 +3,760	+12%	+$75K	0.02%	575
2025 Q2	$593K	Buy	31,077 +5,285	+20%	+$90.7K	0.01%	601
2025 Q1	$411K	Buy	+25,792	New	+$462K	0.01%	636

Other funds holding XOVR

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Wealthcare Advisory Partners's XOVR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF (XOVR) stake by 20% in Q2 2026, buying an estimated $158K and bringing the position to 50,368 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #503.

Wealthcare Advisory Partners first reported a position in XOVR in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold XOVR as of Q2 2026.

Wealthcare Advisory Partners held 50,368 shares of EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF worth $1.06M as of Q2 2026.
Wealthcare Advisory Partners bought 8,298 EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF shares in Q2 2026, an estimated $158K.
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #503 holding.
Wealthcare Advisory Partners first reported a position in EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF in Q1 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.