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Roxbury Financial’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Roxbury Financial’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
Q3 		$27.4K Hold
654
– – 0.02% 260
2026
Q2 		$27.6K Hold
654
– – 0.02% 241
2026
Q1 		$26.6K Buy
+654
New +$29.5K 0.02% 234

Other funds holding EUAD

TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Roxbury Financial's EUAD Position: Q3 2026 in Review

Roxbury Financial held its Select STOXX Europe Aerospace & Defense ETF (EUAD) position steady in Q3 2026 at 654 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #260.

Roxbury Financial first reported a position in EUAD in Q1 2026 and has held it in 3 quarters since. The position peaked at $27.6K in Q2 2026. 10 funds tracked by Wall St. Rank hold EUAD as of Q3 2026.

  • Roxbury Financial held 654 shares of Select STOXX Europe Aerospace & Defense ETF worth $27.4K as of Q3 2026.
  • Roxbury Financial left its Select STOXX Europe Aerospace & Defense ETF share count unchanged in Q3 2026.
  • Select STOXX Europe Aerospace & Defense ETF made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #260 holding.
  • Roxbury Financial first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
  • Roxbury Financial's Select STOXX Europe Aerospace & Defense ETF position peaked at $27.6K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.