Investors chasing pre-IPO SpaceX exposure through an ETF wrapper usually narrow the field to two names: ERShares Private-Public Crossover ETF (NASDAQ:XOVR) and the ARK Innovation ETF (NYSEARCA:ARKK).
ERShares Private-Public Crossover ETF (XOVR) offers retail investors liquid, pre-IPO exposure to SpaceX, which constitutes 22% of the fund. XOVR uses a mark-to-market valuation for private holdings like SpaceX, minimizing the chance for 'cheap' pre-IPO entry but capturing upside if SpaceX rallies post-IPO. The ETF is highly concentrated, with over 60% in its top 10 holdings and significant sector exposure to Industrials and Technology.
The pitch for ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) is simple.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,183 | $35,244.13 | $44,107.51 | $8,863.38 | 25.15% |
Jeff Ameen Spire Wealth Management | 200 | $3,818 | $4,066 | $248 | 6.5% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 14,192 | $299,735.04 | $287,104.16 | -$12,630.88 | -4.21% |
Katherine Andersen Western Pacific Wealth Management LP | 3,221 | $64,925.52 | $65,176.93 | $251.41 | 0.39% |
Arlie W. Green Fortress Wealth Management Inc. | 230,510 | $3.83M | $4.66M | $833,512.13 | 21.76% |
| NASDAQ (NMS) Exchange | US Country |