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

Medallion 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 Q1	$120	Hold	5	–	–	﹤0.01%	1108
2025 Q4	$115	Hold	5	–	–	﹤0.01%	1101
2025 Q3	$131	Hold	5	–	–	﹤0.01%	1086
2025 Q2	$120	Buy	+5	New	+$106	﹤0.01%	1078

Other funds holding WAR

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's WAR Position: Q1 2026 in Review

Medallion Wealth Advisors held its U.S. Global Technology and Aerospace & Defense ETF (WAR) position steady in Q1 2026 at 5 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Medallion Wealth Advisors first reported a position in WAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $131 in Q3 2025. 7 funds tracked by Wall St. Rank hold WAR as of Q1 2026.

Medallion Wealth Advisors held 5 shares of U.S. Global Technology and Aerospace & Defense ETF worth $120 as of Q1 2026.
Medallion Wealth Advisors left its U.S. Global Technology and Aerospace & Defense ETF share count unchanged in Q1 2026.
U.S. Global Technology and Aerospace & Defense ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1108 holding.
Medallion Wealth Advisors first reported a position in U.S. Global Technology and Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
Medallion Wealth Advisors's U.S. Global Technology and Aerospace & Defense ETF position peaked at $131 in Q3 2025.
7 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.