WA
EAGL

Wealthstream Advisors’s Eagle Capital Select Equity ETF EAGL Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$5.5M Hold
175,834
– – 0.83% 16
2025
Q2 		$5.31M Sell
175,834
-16,184
-8% -$456K 0.88% 14
2025
Q1 		$5.38M Sell
192,018
-6,917
-3% -$199K 1.01% 12
2024
Q4 		$5.54M Buy
+198,935
New +$5.6M 1.02% 12

Other funds holding EAGL

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 $1B AUM 24.51% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wealthstream Advisors's EAGL Position: Q3 2025 in Review

Wealthstream Advisors held its Eagle Capital Select Equity ETF (EAGL) position steady in Q3 2025 at 175,834 shares worth $5.5M. The position accounts for 0.83% of the portfolio, ranked #16.

Wealthstream Advisors first reported a position in EAGL in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.54M in Q4 2024. 49 funds tracked by Wall St. Rank hold EAGL as of Q3 2025.

  • Wealthstream Advisors held 175,834 shares of Eagle Capital Select Equity ETF worth $5.5M as of Q3 2025.
  • Wealthstream Advisors left its Eagle Capital Select Equity ETF share count unchanged in Q3 2025.
  • Eagle Capital Select Equity ETF made up 0.83% of Wealthstream Advisors's portfolio in Q3 2025, its #16 holding.
  • Wealthstream Advisors first reported a position in Eagle Capital Select Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • Wealthstream Advisors's Eagle Capital Select Equity ETF position peaked at $5.54M in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Eagle Capital Select Equity ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.