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Whalen Wealth Management’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Whalen Wealth Management’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
2026
Q3 		$533K Buy
+12,732
New +$562K 0.23% 106

Other funds holding EUAD

TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Whalen Wealth Management's EUAD Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Select STOXX Europe Aerospace & Defense ETF (EUAD) in Q3 2026: 12,732 shares worth $533K. The stake represents 0.23% of the portfolio and ranks #106 among its holdings.

10 funds tracked by Wall St. Rank hold EUAD as of Q3 2026.

  • Whalen Wealth Management held 12,732 shares of Select STOXX Europe Aerospace & Defense ETF worth $533K as of Q3 2026.
  • Select STOXX Europe Aerospace & Defense ETF was a new Whalen Wealth Management position in Q3 2026.
  • Select STOXX Europe Aerospace & Defense ETF made up 0.23% of Whalen Wealth Management's portfolio in Q3 2026, its #106 holding.
  • 10 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.