Financial Enhancement Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Financial Enhancement Group’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	$8.91M	Sell	129,738 -21,635	-14%	-$1.44M	1.06%	34
2026 Q1	$10.2M	Buy	151,373 +10,434	+7%	+$684K	1.27%	29
2025 Q4	$9.3M	Buy	140,939 +1,455	+1%	+$91.8K	1.21%	28
2025 Q3	$8.77M	Buy	139,484 +2,587	+2%	+$155K	1.18%	30
2025 Q2	$8.22M	Buy	136,897 +716	+0.5%	+$40.9K	1.18%	28
2025 Q1	$7.43M	Buy	+136,181	New	+$7.28M	1.16%	29
2021 Q2	–	Sell	-60	Closed	-$3K	–	281
2021 Q1	$3K	Sell	60 -30	-33%	-$1.29K	﹤0.01%	233
2020 Q4	$4K	Buy	+90	New	+$3.51K	﹤0.01%	225

Other funds holding FEZ

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

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