CX Institutional
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CX Institutional’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

CX Institutional’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
Q3 		– Sell
-1,220
Closed -$51K – 1750
2026
Q2 		$51K Buy
+1,220
New +$50.4K ﹤0.01% 981

Other funds holding EUAD

TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CX Institutional's EUAD Position: Q3 2026 in Review

CX Institutional sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q3 2026, closing a stake of 1,220 shares — an estimated $51K sold.

CX Institutional first reported a position in EUAD in Q2 2026 and held it in 1 quarter. The position peaked at $51K in Q2 2026. 11 funds tracked by Wall St. Rank hold EUAD as of Q3 2026.

  • CX Institutional reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 1,220 Select STOXX Europe Aerospace & Defense ETF shares in Q3 2026, an estimated $51K.
  • CX Institutional first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's Select STOXX Europe Aerospace & Defense ETF position peaked at $51K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.