CRWM
EUAD

Castle Rock Wealth Management’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Castle Rock Wealth Management’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
Q2 		– Sell
-15,674
Closed -$665K – 281
2026
Q1 		$665K Buy
+15,674
New +$707K 0.14% 149

Other funds holding EUAD

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

Castle Rock Wealth Management's EUAD Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q2 2026, closing a stake of 15,674 shares — an estimated $665K sold.

Castle Rock Wealth Management first reported a position in EUAD in Q1 2026 and held it in 1 quarter. The position peaked at $665K in Q1 2026. 22 funds tracked by Wall St. Rank hold EUAD as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 15,674 Select STOXX Europe Aerospace & Defense ETF shares in Q2 2026, an estimated $665K.
  • Castle Rock Wealth Management first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
  • Castle Rock Wealth Management's Select STOXX Europe Aerospace & Defense ETF position peaked at $665K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.