Simon Quick Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Simon Quick Advisors’s Portfolio EAGL Stock Details EAGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.66M	Buy	+207,137	New	+$6.7M	0.27%	63

Other funds holding EAGL

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Simon Quick Advisors's EAGL Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Eagle Capital Select Equity ETF (EAGL) in Q2 2026: 207,137 shares worth $6.66M. The stake represents 0.27% of the portfolio and ranks #63 among its holdings.

15 funds tracked by Wall St. Rank hold EAGL as of Q2 2026.

Simon Quick Advisors held 207,137 shares of Eagle Capital Select Equity ETF worth $6.66M as of Q2 2026.
Eagle Capital Select Equity ETF was a new Simon Quick Advisors position in Q2 2026.
Eagle Capital Select Equity ETF made up 0.27% of Simon Quick Advisors's portfolio in Q2 2026, its #63 holding.
15 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.