Arlington Trust’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Arlington Trust’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Sell	5,129 -1,753	-25%	-$117K	0.03%	76
2026 Q1	$427K	Hold	6,882	–	–	0.04%	60
2025 Q4	$443K	Hold	6,882	–	–	0.05%	58
2025 Q3	$428K	Hold	6,882	–	–	0.08%	108
2025 Q2	$411K	Hold	6,882	–	–	0.08%	111
2025 Q1	$374K	Hold	6,882	–	–	0.08%	119
2024 Q4	$331K	Hold	6,882	–	–	0.07%	124
2024 Q3	$366K	Hold	6,882	–	–	0.08%	112
2024 Q2	$344K	Hold	6,882	–	–	0.08%	109
2024 Q1	$362K	Hold	6,882	–	–	0.09%	101
2023 Q4	$329K	Buy	+6,882	New	+$304K	0.09%	105

Other funds holding FEZ

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return