Lido Advisors
EAGL

Lido Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Lido Advisors’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
2025
Q3 		– Sell
-34,917
Closed -$1.05M – 1909
2025
Q2 		$1.05M Hold
34,917
– – ﹤0.01% 822
2025
Q1 		$978K Buy
+34,917
New +$1M ﹤0.01% 791

Other funds holding EAGL

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Lido Advisors's EAGL Position: Q3 2025 in Review

Lido Advisors sold out of Eagle Capital Select Equity ETF (EAGL) in Q3 2025, closing a stake of 34,917 shares — an estimated $1.05M sold.

Lido Advisors first reported a position in EAGL in Q1 2025 and held it in 2 quarters. The position peaked at $1.05M in Q2 2025. 49 funds tracked by Wall St. Rank hold EAGL as of Q3 2025.

  • Lido Advisors reported no remaining Eagle Capital Select Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 34,917 Eagle Capital Select Equity ETF shares in Q3 2025, an estimated $1.05M.
  • Lido Advisors first reported a position in Eagle Capital Select Equity ETF in Q1 2025 and held it in 2 quarters.
  • Lido Advisors's Eagle Capital Select Equity ETF position peaked at $1.05M in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.