Gradient Capital Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Gradient Capital Advisors’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	$1.05M	Sell	15,216 -269	-2%	-$18K	0.24%	73
2026 Q1	$961K	Sell	15,485 -494	-3%	-$32.4K	0.25%	71
2025 Q4	$1.03M	Sell	15,979 -2,202	-12%	-$139K	0.27%	67
2025 Q3	$1.13M	Sell	18,181 -223	-1%	-$13.4K	0.3%	63
2025 Q2	$1.1M	Buy	18,404 +3,569	+24%	+$204K	0.32%	61
2025 Q1	$807K	Buy	+14,835	New	+$793K	0.26%	73

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

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