AE Wealth Management »

Entrepreneurshares Series Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Entrepreneurshares Series Tr (XOVR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Entrepreneurshares Series Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 60k 20.14
2025-09-30 $1.1M 51k 21.12
2025-06-30 $705k 37k 19.09