Edge Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Edge Wealth Management’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	$388K	Hold	5,649	–	–	0.07%	57
2026 Q1	$351K	Hold	5,649	–	–	0.06%	59
2025 Q4	$364K	Hold	5,649	–	–	0.06%	55
2025 Q3	$351K	Buy	+5,649	New	+$339K	0.06%	62
2016 Q2	–	Sell	-5,456	Closed	-$181K	–	464
2016 Q1	$181K	Sell	5,456 -9,349	-63%	-$300K	0.08%	102
2015 Q4	$513K	Sell	14,805 -46,113	-76%	-$1.64M	0.19%	74
2015 Q3	$2.05M	Sell	60,918 -16,011	-21%	-$589K	0.77%	34
2015 Q2	$2.88M	Buy	+76,929	New	+$3.04M	0.99%	31

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

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

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return