AE Wealth Management LLC
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1697723
TOPEKA, KS
Position in XOVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,165,916
-$36,623 QoQ
Shares Held
69,030
+15.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOVR Over Time
Shares Held
Position Value (USD)
All Filings in XOVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||