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Entrepreneurshares Series Tr shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Entrepreneurshares Series Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Entrepreneurshares Series Tr by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $287k 14k 21.05

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ea Series Trust Freedom 100 Em (FRDM)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)

View all positions for Retirement Planning Group

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