Clearstead Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Clearstead Advisors’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 Q2	$7.39M	Buy	229,801 +8,507	+4%	+$275K	0.07%	201
2026 Q1	$6.73M	Buy	221,294 +19,099	+9%	+$611K	0.06%	197
2025 Q4	$6.56M	Buy	202,195 +23,356	+13%	+$744K	0.08%	171
2025 Q3	$5.59M	Buy	178,839 +59,891	+50%	+$1.83M	0.07%	190
2025 Q2	$3.59M	Buy	118,948 +10,879	+10%	+$306K	0.05%	233
2025 Q1	$3.03M	Buy	108,069 +56,997	+112%	+$1.64M	0.05%	241
2024 Q4	$1.42M	Buy	51,072 +3,544	+7%	+$99.8K	0.02%	349
2024 Q3	$1.3M	Buy	+47,528	New	+$1.26M	0.02%	368

Other funds holding EAGL

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Clearstead Advisors's EAGL Position: Q2 2026 in Review

Clearstead Advisors increased its Eagle Capital Select Equity ETF (EAGL) stake by 3.8% in Q2 2026, buying an estimated $275K and bringing the position to 229,801 shares worth $7.39M. The position accounts for 0.07% of the portfolio, ranked #201.

Clearstead Advisors first reported a position in EAGL in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold EAGL as of Q2 2026.

Clearstead Advisors held 229,801 shares of Eagle Capital Select Equity ETF worth $7.39M as of Q2 2026.
Clearstead Advisors bought 8,507 Eagle Capital Select Equity ETF shares in Q2 2026, an estimated $275K.
Eagle Capital Select Equity ETF made up 0.07% of Clearstead Advisors's portfolio in Q2 2026, its #201 holding.
Clearstead Advisors first reported a position in Eagle Capital Select Equity ETF in Q3 2024 and has held it in 8 quarters since.
69 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.