Summit Wealth Group’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Summit Wealth Group’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 Q1	$11.1M	Sell	365,626 -350	-0.1%	-$11.2K	2.55%	12
2025 Q4	$11.9M	Hold	365,976	–	–	2.77%	11
2025 Q3	$11.4M	Buy	365,976 +4	+0%	+$122	2.77%	11
2025 Q2	$11M	Hold	365,972	–	–	2.84%	11
2025 Q1	$10.3M	Buy	365,972 +1	+0%	+$29	3%	10
2024 Q4	$10.2M	Sell	365,971 -40,720	-10%	-$1.15M	2.95%	9
2024 Q3	$11.1M	Buy	406,691 +290	+0.1%	+$7.69K	3.21%	8
2024 Q2	$10.8M	Buy	406,401 +20	+0%	+$513	3.23%	8
2024 Q1	$10.3M	Buy	+406,381	New	+$10.2M	6.98%	4

Other funds holding EAGL

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BPWM

BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth Group's EAGL Position: Q1 2026 in Review

Summit Wealth Group reduced its Eagle Capital Select Equity ETF (EAGL) stake by 0.1% in Q1 2026, selling an estimated $11.2K and leaving 365,626 shares worth $11.1M. The position accounts for 2.55% of the portfolio, ranked #12.

Summit Wealth Group first reported a position in EAGL in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q4 2025. 57 funds tracked by Wall St. Rank hold EAGL as of Q1 2026.

Summit Wealth Group held 365,626 shares of Eagle Capital Select Equity ETF worth $11.1M as of Q1 2026.
Summit Wealth Group sold 350 Eagle Capital Select Equity ETF shares in Q1 2026, an estimated $11.2K.
Eagle Capital Select Equity ETF made up 2.55% of Summit Wealth Group's portfolio in Q1 2026, its #12 holding.
Summit Wealth Group first reported a position in Eagle Capital Select Equity ETF in Q1 2024 and has held it in 9 quarters since.
Summit Wealth Group's Eagle Capital Select Equity ETF position peaked at $11.9M in Q4 2025.
57 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.