CAPTRUST Financial Advisors
EUAD

CAPTRUST Financial Advisors’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$652K Buy
16,013
+4,944
+45% +$223K ﹤0.01% 1860
2025
Q4 		$466K Buy
11,069
+139
+1% +$5.99K ﹤0.01% 1938
2025
Q3 		$513K Buy
10,930
+2,878
+36% +$124K ﹤0.01% 1800
2025
Q2 		$347K Buy
+8,052
New +$301K ﹤0.01% 1958

Other funds holding EUAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
AAM
Alphadyne Asset Management New York $5.76B AUM 22.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors's EUAD Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Select STOXX Europe Aerospace & Defense ETF (EUAD) stake by 45% in Q1 2026, buying an estimated $223K and bringing the position to 16,013 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

CAPTRUST Financial Advisors first reported a position in EUAD in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold EUAD as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,013 shares of Select STOXX Europe Aerospace & Defense ETF worth $652K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 4,944 Select STOXX Europe Aerospace & Defense ETF shares in Q1 2026, an estimated $223K.
  • Select STOXX Europe Aerospace & Defense ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1860 holding.
  • CAPTRUST Financial Advisors first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.