Cypress Wealth Services’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Cypress Wealth Services’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Sell	5,119 -18	-0.4%	-$1.2K	0.04%	302
2026 Q1	$319K	Hold	5,137	–	–	0.05%	292
2025 Q4	$331K	Buy	5,137 +249	+5%	+$15.7K	0.05%	275
2025 Q3	$304K	Hold	4,888	–	–	0.05%	254
2025 Q2	$292K	Buy	4,888 +1	+0%	+$57	0.05%	241
2025 Q1	$266K	Sell	4,887 -362	-7%	-$19.4K	0.05%	232
2024 Q4	$253K	Buy	5,249 +499	+11%	+$24.9K	0.05%	228
2024 Q3	$253K	Hold	4,750	–	–	0.05%	229
2024 Q2	$238K	Hold	4,750	–	–	0.05%	225
2024 Q1	$250K	Hold	4,750	–	–	0.06%	219
2023 Q4	$227K	Buy	+4,750	New	+$210K	0.06%	219
2023 Q3	–	Sell	-4,750	Closed	-$223K	–	247
2023 Q2	$223K	Hold	4,750	–	–	0.06%	216
2023 Q1	$213K	Buy	+4,750	New	+$204K	0.06%	221

Other funds holding FEZ

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return