BW
EAGL

Bison Wealth’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-38,613
Closed -$1.06M – 445
2024
Q3 		$1.06M Buy
38,613
+29,784
+337% +$790K 0.17% 127
2024
Q2 		$223K Hold
8,829
– – 0.04% 380
2024
Q1 		$223K Buy
+8,829
New +$222K 0.04% 380

Other funds holding EAGL

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SWG
Summit Wealth Group White River Junction, Vermont $436M AUM 13.96% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

Bison Wealth's EAGL Position: Q4 2024 in Review

Bison Wealth sold out of Eagle Capital Select Equity ETF (EAGL) in Q4 2024, closing a stake of 38,613 shares — an estimated $1.06M sold.

Bison Wealth first reported a position in EAGL in Q1 2024 and held it in 3 quarters. The position peaked at $1.06M in Q3 2024. 33 funds tracked by Wall St. Rank hold EAGL as of Q4 2024.

  • Bison Wealth reported no remaining Eagle Capital Select Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 38,613 Eagle Capital Select Equity ETF shares in Q4 2024, an estimated $1.06M.
  • Bison Wealth first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and held it in 3 quarters.
  • Bison Wealth's Eagle Capital Select Equity ETF position peaked at $1.06M in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.