Triangle Securities Wealth Management’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Triangle Securities Wealth Management’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 Q3	–	Sell	-105,000	Closed	-$3.38M	–	220
2026 Q2	$3.38M	Sell	105,000 -1,500	-1%	-$48.5K	0.67%	47
2026 Q1	$3.24M	Hold	106,500	–	–	0.74%	42
2025 Q4	$3.46M	Hold	106,500	–	–	0.73%	40
2025 Q3	$3.33M	Sell	106,500 -32,500	-23%	-$993K	0.75%	40
2025 Q2	$4.2M	Hold	139,000	–	–	1.03%	27
2025 Q1	$3.89M	Sell	139,000 -1,440	-1%	-$41.4K	1%	28
2024 Q4	$3.91M	Buy	+140,440	New	+$3.95M	1%	25

Other funds holding EAGL

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Triangle Securities Wealth Management's EAGL Position: Q3 2026 in Review

Triangle Securities Wealth Management sold out of Eagle Capital Select Equity ETF (EAGL) in Q3 2026, closing a stake of 105,000 shares — an estimated $3.38M sold.

Triangle Securities Wealth Management first reported a position in EAGL in Q4 2024 and held it in 7 quarters. The position peaked at $4.2M in Q2 2025. 13 funds tracked by Wall St. Rank hold EAGL as of Q3 2026.

Triangle Securities Wealth Management reported no remaining Eagle Capital Select Equity ETF position as of Q3 2026 after selling out during the quarter.
Triangle Securities Wealth Management sold 105,000 Eagle Capital Select Equity ETF shares in Q3 2026, an estimated $3.38M.
Triangle Securities Wealth Management first reported a position in Eagle Capital Select Equity ETF in Q4 2024 and held it in 7 quarters.
Triangle Securities Wealth Management's Eagle Capital Select Equity ETF position peaked at $4.2M in Q2 2025.
13 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.