AE Wealth Management LLC
Position in XOVR — ERShares Private-Public Crossover ETF
CIK 1697723
TOPEKA, KS
All Filings in XOVR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,878,207 | 89,226 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,165,916 | 69,030 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,202,539 | 59,709 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,079,717 | 51,123 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $704,821 | 36,921 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||