Montag & Associates
EUAD icon

Montag & Associates’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Montag & Associates’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
2025
Q3 		– Sell
-300
Closed -$12.9K – 1159
2025
Q2 		$12.9K Hold
300
– – ﹤0.01% 720
2025
Q1 		$10.1K Buy
+300
New +$8.83K ﹤0.01% 789

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Quadrature Capital
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Castleark Management
Castleark Management Chicago, Illinois $3.71B AUM 65.19% 1-Year Est. Return

Montag & Associates's EUAD Position: Q3 2025 in Review

Montag & Associates sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q3 2025, closing a stake of 300 shares — an estimated $12.9K sold.

Montag & Associates first reported a position in EUAD in Q1 2025 and held it in 2 quarters. The position peaked at $12.9K in Q2 2025. 150 funds tracked by Wall St. Rank hold EUAD as of Q3 2025.

  • Montag & Associates reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 300 Select STOXX Europe Aerospace & Defense ETF shares in Q3 2025, an estimated $12.9K.
  • Montag & Associates first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2025 and held it in 2 quarters.
  • Montag & Associates's Select STOXX Europe Aerospace & Defense ETF position peaked at $12.9K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.