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Entrepreneurshares Series Tr shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Entrepreneurshares Series Tr (XOVR) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Entrepreneurshares Series Tr by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $340k 20k 16.89

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Entrepreneurshares Series Tr

Gts Securities
DRW Holdings
Two Sigma Investments
Susquehanna International
Raymond James Financial
Morgan Stanley
Balyasny Asset Management
LPL Financial
Wealth Quarterback
Farther Finance Advisors
SAM Advisors
Henson-Edgewater Management
Cetera Investment Advisers
Cambridge Investment Research Advisors
Commonwealth Equity Services

View all funds holding Entrepreneurshares Series Tr