Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$2.35K – 3022
2025
Q3 		$2.35K Buy
+50
New +$2.15K ﹤0.01% 2565
2025
Q2 		– Sell
-9,122
Closed -$306K – 881
2025
Q1 		$306K Buy
+9,122
New +$268K ﹤0.01% 637

Other funds holding EUAD

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Castleark Management
Castleark Management Chicago, Illinois $3.71B AUM 65.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s EUAD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q4 2025, closing a stake of 50 shares — an estimated $2.35K sold.

Wealthspire Advisors (New York) first reported a position in EUAD in Q1 2025 and held it in 2 quarters. The position peaked at $306K in Q1 2025. 152 funds tracked by Wall St. Rank hold EUAD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Select STOXX Europe Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 50 Select STOXX Europe Aerospace & Defense ETF shares in Q4 2025, an estimated $2.35K.
  • Wealthspire Advisors (New York) first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q1 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Select STOXX Europe Aerospace & Defense ETF position peaked at $306K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.