Physician Wealth Advisors’s EchoStar ECHO Stock Holding History

Physician Wealth Advisors’s Portfolio ECHO Stock Details ECHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33K	Buy	23 +2	+10%	+$244	﹤0.01%	1440
2026 Q1	$2.46K	Buy	21 +6	+40%	+$689	﹤0.01%	1261
2025 Q4	$1.63K	Buy	15 +9	+150%	+$733	﹤0.01%	1380
2025 Q3	$459	Buy	+6	New	+$272	﹤0.01%	1846

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Physician Wealth Advisors's ECHO Position: Q2 2026 in Review

Physician Wealth Advisors increased its EchoStar (ECHO) stake by 9.5% in Q2 2026, buying an estimated $244 and bringing the position to 23 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Physician Wealth Advisors first reported a position in ECHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.46K in Q1 2026. 310 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Physician Wealth Advisors held 23 shares of EchoStar worth $2.33K as of Q2 2026.
Physician Wealth Advisors bought 2 EchoStar shares in Q2 2026, an estimated $244.
EchoStar made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1440 holding.
Physician Wealth Advisors first reported a position in EchoStar in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's EchoStar position peaked at $2.46K in Q1 2026.
310 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.