IAM Advisory »

Entrepreneurshares Series Tr shares owned by IAM Advisory

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

Historical chart of IAM Advisory investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $276k 13k 21.05

More positions owned by IAM Advisory

Capital Group Dividend Value Shs Creat Unit (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
American Centy Etf Tr Us Quality Grow (QGRO)
Vaneck Etf Trust Semiconductr Etf (SMH)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Advanced Micro Devices (AMD)
Apple (AAPL)
Broadcom (AVGO)

View all positions for IAM Advisory

Top funds holding Entrepreneurshares Series Tr

Jane Street
Susquehanna International
Weiss Asset Management LP[1
Jpmorgan Chase & Co
LPL Financial
Alpine Partners VI
Clear Street Group
DRW Holdings
Goldman Sachs Group
Bluefin Capital Management
De Burlo Group
Private Capital Advisors
Citadel Advisors
Gts Securities
Raymond James Financial

View all funds holding Entrepreneurshares Series Tr