EverSource Wealth Advisors’s U.S. Global Technology and Aerospace & Defense ETF WAR Stock Holding History

EverSource Wealth Advisors’s Portfolio WAR Stock Details WAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.4K	Hold	1,084	–	–	﹤0.01%	1965
2026 Q1	$25.9K	Buy	+1,084	New	+$27.1K	﹤0.01%	2339

Other funds holding WAR

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

EverSource Wealth Advisors's WAR Position: Q2 2026 in Review

EverSource Wealth Advisors held its U.S. Global Technology and Aerospace & Defense ETF (WAR) position steady in Q2 2026 at 1,084 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

EverSource Wealth Advisors first reported a position in WAR in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold WAR as of Q2 2026.

EverSource Wealth Advisors held 1,084 shares of U.S. Global Technology and Aerospace & Defense ETF worth $37.4K as of Q2 2026.
EverSource Wealth Advisors left its U.S. Global Technology and Aerospace & Defense ETF share count unchanged in Q2 2026.
U.S. Global Technology and Aerospace & Defense ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1965 holding.
EverSource Wealth Advisors first reported a position in U.S. Global Technology and Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
13 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.