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 Q2	$172	Hold	5	–	–	﹤0.01%	1087
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

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

RDFA

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

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

Medallion Wealth Advisors held its U.S. Global Technology and Aerospace & Defense ETF (WAR) position steady in Q2 2026 at 5 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Medallion Wealth Advisors first reported a position in WAR in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold WAR as of Q2 2026.

Medallion Wealth Advisors held 5 shares of U.S. Global Technology and Aerospace & Defense ETF worth $172 as of Q2 2026.
Medallion 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 Medallion Wealth Advisors's portfolio in Q2 2026, its #1087 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 5 quarters since.
12 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.