HB Wealth Management’s Eagle Capital Select Equity ETF EAGL Stock Holding History

HB Wealth Management’s Portfolio EAGL Stock Details EAGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Hold	16,260	–	–	﹤0.01%	1079
2026 Q1	$495K	Buy	16,260 +4,010	+33%	+$128K	﹤0.01%	985
2025 Q4	$398K	Hold	12,250	–	–	﹤0.01%	993
2025 Q3	$383K	Buy	+12,250	New	+$374K	﹤0.01%	968
2025 Q2	–	Sell	-12,250	Closed	-$343K	–	1312
2025 Q1	$343K	Hold	12,250	–	–	﹤0.01%	913
2024 Q4	$341K	Buy	+12,250	New	+$345K	﹤0.01%	764

Other funds holding EAGL

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

HB Wealth Management's EAGL Position: Q2 2026 in Review

HB Wealth Management held its Eagle Capital Select Equity ETF (EAGL) position steady in Q2 2026 at 16,260 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

HB Wealth Management first reported a position in EAGL in Q4 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold EAGL as of Q2 2026.

HB Wealth Management held 16,260 shares of Eagle Capital Select Equity ETF worth $523K as of Q2 2026.
HB Wealth Management left its Eagle Capital Select Equity ETF share count unchanged in Q2 2026.
Eagle Capital Select Equity ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1079 holding.
HB Wealth Management first reported a position in Eagle Capital Select Equity ETF in Q4 2024 and has held it in 6 quarters since.
69 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.