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Entrepreneurshares Series Tr shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of Entrepreneurshares Series Tr (XOVR) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Entrepreneurshares Series Tr by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5k 261 21.12
2025-06-30 $5.0k 261 19.09
2025-03-31 $4.2k 261 15.95

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for N.E.W. Advisory Services

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