Advisor OS’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Advisor OS’s Portfolio EAGL Stock Details EAGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.57M	Sell	84,331 -1,364	-2%	-$43.6K	0.19%	83
2025 Q4	$2.78M	Sell	85,695 -322	-0.4%	-$10.3K	0.22%	71
2025 Q3	$2.69M	Sell	86,017 -971	-1%	-$29.7K	0.23%	61
2025 Q2	$2.63M	Sell	86,988 -14,049	-14%	-$396K	0.26%	61
2025 Q1	$2.83M	Sell	101,037 -10,677	-10%	-$307K	0.32%	53
2024 Q4	$3.11M	Sell	111,714 -59,184	-35%	-$1.67M	0.36%	49
2024 Q3	$4.68M	Sell	170,898 -35,525	-17%	-$942K	0.47%	36
2024 Q2	$5.46M	Sell	206,423 -7,779	-4%	-$199K	0.6%	32
2024 Q1	$5.4M	Buy	+214,202	New	+$5.39M	0.62%	33

Other funds holding EAGL

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BPWM

BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor OS's EAGL Position: Q1 2026 in Review

Advisor OS reduced its Eagle Capital Select Equity ETF (EAGL) stake by 1.6% in Q1 2026, selling an estimated $43.6K and leaving 84,331 shares worth $2.57M. The position accounts for 0.19% of the portfolio, ranked #83.

Advisor OS first reported a position in EAGL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.46M in Q2 2024. 57 funds tracked by Wall St. Rank hold EAGL as of Q1 2026.

Advisor OS held 84,331 shares of Eagle Capital Select Equity ETF worth $2.57M as of Q1 2026.
Advisor OS sold 1,364 Eagle Capital Select Equity ETF shares in Q1 2026, an estimated $43.6K.
Eagle Capital Select Equity ETF made up 0.19% of Advisor OS's portfolio in Q1 2026, its #83 holding.
Advisor OS first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and has held it in 9 quarters since.
Advisor OS's Eagle Capital Select Equity ETF position peaked at $5.46M in Q2 2024.
57 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.