PWA
EUAD

Primoris Wealth Advisors’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Primoris Wealth Advisors’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
-5,725
Closed -$241K – 123
2025
Q4 		$241K Sell
5,725
-3,260
-36% -$141K 0.14% 97
2025
Q3 		$422K Sell
8,985
-59,935
-87% -$2.58M 0.27% 71
2025
Q2 		$2.97M Sell
68,920
-13,830
-17% -$518K 2.03% 19
2025
Q1 		$2.77M Buy
+82,750
New +$2.44M 2.15% 12

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

Primoris Wealth Advisors's EUAD Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q1 2026, closing a stake of 5,725 shares — an estimated $241K sold.

Primoris Wealth Advisors first reported a position in EUAD in Q1 2025 and held it in 4 quarters. The position peaked at $2.97M in Q2 2025. 180 funds tracked by Wall St. Rank hold EUAD as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 5,725 Select STOXX Europe Aerospace & Defense ETF shares in Q1 2026, an estimated $241K.
  • Primoris Wealth Advisors first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2025 and held it in 4 quarters.
  • Primoris Wealth Advisors's Select STOXX Europe Aerospace & Defense ETF position peaked at $2.97M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.