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Entrepreneurshares Series Tr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Entrepreneurshares Series Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 1.1k 21.12
2025-06-30 $6.4k 333 19.09
2025-03-31 $5.3k 333 15.95

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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