Burkett Financial Services’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Burkett Financial Services’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 Q3	$22M	Hold	647,552	–	–	6.65%	5
2026 Q2	$20.8M	Hold	647,552	–	–	6.52%	7
2026 Q1	$19.7M	Hold	647,552	–	–	6.75%	6
2025 Q4	$21M	Buy	647,552 +3,531	+0.5%	+$112K	7.17%	5
2025 Q3	$20.1M	Hold	644,021	–	–	6.94%	5
2025 Q2	$19.4M	Hold	644,021	–	–	7%	5
2025 Q1	$18M	Hold	644,021	–	–	7.35%	5
2024 Q4	$17.9M	Sell	644,021 -669	-0.1%	-$18.8K	7.33%	5
2024 Q3	$17.6M	Buy	+644,690	New	+$17.1M	7.29%	5

Other funds holding EAGL

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Burkett Financial Services's EAGL Position: Q3 2026 in Review

Burkett Financial Services held its Eagle Capital Select Equity ETF (EAGL) position steady in Q3 2026 at 647,552 shares worth $22M. The position accounts for 6.65% of the portfolio, ranked #5.

Burkett Financial Services first reported a position in EAGL in Q3 2024 and has held it in 9 quarters since. 2 funds tracked by Wall St. Rank hold EAGL as of Q3 2026.

Burkett Financial Services held 647,552 shares of Eagle Capital Select Equity ETF worth $22M as of Q3 2026.
Burkett Financial Services left its Eagle Capital Select Equity ETF share count unchanged in Q3 2026.
Eagle Capital Select Equity ETF made up 6.65% of Burkett Financial Services's portfolio in Q3 2026, its #5 holding.
Burkett Financial Services first reported a position in Eagle Capital Select Equity ETF in Q3 2024 and has held it in 9 quarters since.
2 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.