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Joel Shulman on Bloomberg TV: XOVR, SpaceX Exposure & the Private-Public Crossover ETF Analytics Table
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About Joel Shulman on Bloomberg TV: XOVR, SpaceX Exposure & the Private-Public Crossover ETF
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Joel Shulman, Founder & CIO of ERShares, joined Bloomberg TV to discuss SpaceX, Elon Musk, and the ERShares Private-Public Crossover ETF, NASDAQ: XOVR. In the Bloomberg TV interview, Shulman discussed ERSharesâ long-term bullish view on SpaceX and how XOVR was among the first ETFs in the U.S. to offer pre-IPO SpaceX exposure. He also explained how ERSharesâ private-public crossover strategy is designed to give investors access to category-defining companies before and after IPO. XOVR uses ERSharesâ proprietary Venture Capital (âVCâ) Lens to identify high-growth innovation companies across private and public markets, combining a public innovation equity foundation with a measured sleeve of select private-company exposure. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Investing in private companies involves substantial additional risk, including illiquidity and valuation uncertainty. Joel Shulman, Ph.D., CFA is the Founder and Chief Investment Officer of ERShares, LLC, and Portfolio Manager of the XOVR ETF (ERShares Private-Public Crossover ETF). He has a direct financial interest in XOVR through his role as Portfolio Manager and through ERShares' advisory fees. Viewers should be aware of this conflict of interest when evaluating any discussion of XOVR relative to competing vehicles in this interview. ERShares is a registered investment adviser. XOVR is a registered investment company. The views expressed in this article are solely those of Dr. Shulman and do not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. There is no guarantee the fund may find similar opportunities in the future. All fund data and holdings information reflects publicly available disclosures as of the dates referenced and is subject to change. Viewers should conduct their own independent due diligence and consult qualified financial, legal, and tax advisors before making any investment decision. Registration as an investment adviser with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. ERShares has no affiliation with the other funds mentioned in this interview. The fundâs investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling +1 (617) 279 0045 or by visiting our website www.ershares.com. Read it carefully before investing. Top 10 XOVR ETF Holdings as of 07.10.2026 1. SPV Exposure to SpaceX 15.60% weight, 2. NVIDIA Corp 9.84% weight, 3. Astera Labs Inc. 6.52% weight, 4. Alphabet Inc. 6.42% weight, 5. Meta Platforms Inc. 5.23% weight, 6. Robinhood Markets Inc. 3.91% weight, 7. AppLovin Corp. 3.83% weight, 8. Nastera Inc. 3.62% weight, 9. Veeva Systems Inc. 3.34% weight, 10. Reddit Inc. 3.08% weight Current holdings are subject to change. Distributed by Foreside Financial Services, LLC. Timestamp disclosures: At 00:45. Basis of âfirstâ claim: ERShares review of U.S.-listed openâend 1940 Act ETFs and public filings as of Aug 29, 2024; requires daily creations/redemptions and a single ETF portfolio with privateâcompany exposure reflected in daily NAV alongside public equities. Excludes interval funds, closedâend funds, BDC/PEâmanager ETFs, SPACs, and products without privateâcompany exposure in NAV.â At 2:52, Dr. Shulman's opinions about SpaceX performance or potential performance including other companies mentioned is not and should not be construed as a recommendation to buy, sell or hold. This is not investment advice. At 3:44, it is not possible to invest directly into an index. At 4:43 please see the following link for additional market pricing support https://www.youtube.com/watch?v=_sT-xtZPD8I. At 6:06, the Venture Capital (âVCâ) Lens is designed to evaluate companies based on their potential to create or redefine categories, not just their current financial metrics. XOVR applies that lens across private and public markets.
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