EFG
EUAD

Ethos Financial Group’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Ethos Financial Group’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
Q2 		$5.16M Sell
117,250
-5,460
-4% -$226K 0.34% 71
2026
Q1 		$5M Buy
122,710
+10,680
+10% +$482K 0.37% 62
2025
Q4 		$4.72M Buy
112,030
+5,140
+5% +$222K 0.35% 74
2025
Q3 		$5.02M Buy
106,890
+1,805
+2% +$77.7K 0.39% 65
2025
Q2 		$4.53M Buy
+105,085
New +$3.93M 0.39% 65

Other funds holding EUAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
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
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ethos Financial Group's EUAD Position: Q2 2026 in Review

Ethos Financial Group reduced its Select STOXX Europe Aerospace & Defense ETF (EUAD) stake by 4.4% in Q2 2026, selling an estimated $226K and leaving 117,250 shares worth $5.16M. The position accounts for 0.34% of the portfolio, ranked #71.

Ethos Financial Group first reported a position in EUAD in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold EUAD as of Q2 2026.

  • Ethos Financial Group held 117,250 shares of Select STOXX Europe Aerospace & Defense ETF worth $5.16M as of Q2 2026.
  • Ethos Financial Group sold 5,460 Select STOXX Europe Aerospace & Defense ETF shares in Q2 2026, an estimated $226K.
  • Select STOXX Europe Aerospace & Defense ETF made up 0.34% of Ethos Financial Group's portfolio in Q2 2026, its #71 holding.
  • Ethos Financial Group first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.