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Entrepreneurshares Series Tr shares owned by CWM

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

Historical chart of CWM investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Entrepreneurshares Series Tr by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 2.1k 20.97
2025-06-30 $26k 1.4k 19.15
2025-03-31 $22k 1.4k 16.20
2024-12-31 $23k 1.3k 17.69

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View all positions for CWM

Top funds holding Entrepreneurshares Series Tr

IMC-Chicago
Raymond James Financial
Fortress Wealth Management
Stifel Financial
Cetera Investment Advisers
LPL Financial
Oppenheimer & Co
AE Wealth Management
Citadel Advisors
Branch Banking & Trust Company
Goss Wealth Management
Gts Securities
Mariner Wealth Advisors
Wealthcare Advisory Partners
Jane Street

View all funds holding Entrepreneurshares Series Tr