CIA
EUAD

Concurrent Investment Advisors’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Concurrent Investment 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
2025
Q4 		– Sell
-5,480
Closed -$257K – 1866
2025
Q3 		$257K Buy
+5,480
New +$236K ﹤0.01% 1223

Other funds holding EUAD

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.71B AUM 65.19% 1-Year Est. Return

Concurrent Investment Advisors's EUAD Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q4 2025, closing a stake of 5,480 shares — an estimated $257K sold.

Concurrent Investment Advisors first reported a position in EUAD in Q3 2025 and held it in 1 quarter. The position peaked at $257K in Q3 2025. 152 funds tracked by Wall St. Rank hold EUAD as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,480 Select STOXX Europe Aerospace & Defense ETF shares in Q4 2025, an estimated $257K.
  • Concurrent Investment Advisors first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q3 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Select STOXX Europe Aerospace & Defense ETF position peaked at $257K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.