PWP
EUAD

Precedent Wealth Partners’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Precedent Wealth Partners’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
2026
Q1 		– Sell
-4,871
Closed -$205K – 177
2025
Q4 		$205K Hold
4,871
– – 0.04% 169
2025
Q3 		$229K Buy
+4,871
New +$210K 0.05% 161

Other funds holding EUAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
AAM
Alphadyne Asset Management New York $5.76B AUM 22.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Precedent Wealth Partners's EUAD Position: Q1 2026 in Review

Precedent Wealth Partners sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q1 2026, closing a stake of 4,871 shares — an estimated $205K sold.

Precedent Wealth Partners first reported a position in EUAD in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 180 funds tracked by Wall St. Rank hold EUAD as of Q1 2026.

  • Precedent Wealth Partners reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 4,871 Select STOXX Europe Aerospace & Defense ETF shares in Q1 2026, an estimated $205K.
  • Precedent Wealth Partners first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q3 2025 and held it in 2 quarters.
  • Precedent Wealth Partners's Select STOXX Europe Aerospace & Defense ETF position peaked at $229K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.