SOA Wealth Advisors’s EchoStar ECHO Stock Holding History

SOA 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	$51K	Buy	502 +208	+71%	+$25.4K	0.01%	389
2026 Q1	$34.4K	Buy	+294	New	+$33.7K	0.01%	428
2024 Q3	–	Sell	-113	Closed	-$2.01K	–	857
2024 Q2	$2.01K	Hold	113	–	–	﹤0.01%	673
2024 Q1	$1.61K	Buy	113 +73	+183%	+$1.02K	﹤0.01%	729
2023 Q4	$663	Hold	40	–	–	﹤0.01%	784
2023 Q3	$670	Hold	40	–	–	﹤0.01%	803
2023 Q2	$694	Hold	40	–	–	﹤0.01%	807
2023 Q1	$732	Hold	40	–	–	﹤0.01%	820
2022 Q4	$667	Hold	40	–	–	﹤0.01%	830
2022 Q3	$0	Hold	40	–	–	﹤0.01%	971
2022 Q2	$0	Hold	40	–	–	﹤0.01%	1003
2022 Q1	$0	Hold	40	–	–	﹤0.01%	994
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	846
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	866
2021 Q2	$0	Hold	40	–	–	﹤0.01%	956
2021 Q1	$0	Hold	40	–	–	﹤0.01%	912
2020 Q4	$0	Buy	+40	New	+$957	﹤0.01%	876

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

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

SOA Wealth Advisors increased its EchoStar (ECHO) stake by 71% in Q2 2026, buying an estimated $25.4K and bringing the position to 502 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #389.

SOA Wealth Advisors first reported a position in ECHO in Q4 2020 and has held it in 17 quarters since. 317 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

SOA Wealth Advisors held 502 shares of EchoStar worth $51K as of Q2 2026.
SOA Wealth Advisors bought 208 EchoStar shares in Q2 2026, an estimated $25.4K.
EchoStar made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #389 holding.
SOA Wealth Advisors first reported a position in EchoStar in Q4 2020 and has held it in 17 quarters since.
317 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.