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Entrepreneurshares Series Tr shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

All positions including Entrepreneurshares Series Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Entrepreneurshares Series Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $50k 2.4k 21.12
2025-06-30 $42k 2.2k 19.09
2025-03-31 $35k 2.2k 15.95

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

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