Stablepoint Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Stablepoint Partners’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Buy	29,436 +2,683	+10%	+$179K	0.28%	103
2026 Q1	$1.66M	Buy	26,753 +1,940	+8%	+$127K	0.25%	117
2025 Q4	$1.6M	Buy	24,813 +794	+3%	+$50.1K	0.25%	111
2025 Q3	$1.49M	Buy	24,019 +319	+1%	+$19.2K	0.24%	121
2025 Q2	$1.42M	Sell	23,700 -163	-0.7%	-$9.31K	0.24%	125
2025 Q1	$1.3M	Sell	23,863 -7,762	-25%	-$415K	0.24%	125
2024 Q4	$1.52M	Buy	31,625 +633	+2%	+$31.5K	0.28%	102
2024 Q3	$1.65M	Buy	30,992 +2,940	+10%	+$150K	0.3%	97
2024 Q2	$1.4M	Buy	28,052 +8,111	+41%	+$421K	0.27%	107
2024 Q1	$1.05M	Buy	19,941 +4,746	+31%	+$234K	0.21%	128
2023 Q4	$726K	Buy	+15,195	New	+$671K	0.19%	135

Other funds holding FEZ

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return