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OakTrust Wealth Advisors’s Global X Internet of Things ETF SNSR Stock Holding History

OakTrust Wealth Advisors’s Portfolio SNSR Stock Details SNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Hold
6,258
– – 0.27% 51
2026
Q1 		$233K Hold
6,258
– – 0.21% 58
2025
Q4 		$231K Buy
+6,258
New +$237K 0.21% 63

Other funds holding SNSR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OakTrust Wealth Advisors's SNSR Position: Q2 2026 in Review

OakTrust Wealth Advisors held its Global X Internet of Things ETF (SNSR) position steady in Q2 2026 at 6,258 shares worth $313K. The position accounts for 0.27% of the portfolio, ranked #51.

OakTrust Wealth Advisors first reported a position in SNSR in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SNSR as of Q2 2026.

  • OakTrust Wealth Advisors held 6,258 shares of Global X Internet of Things ETF worth $313K as of Q2 2026.
  • OakTrust Wealth Advisors left its Global X Internet of Things ETF share count unchanged in Q2 2026.
  • Global X Internet of Things ETF made up 0.27% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • OakTrust Wealth Advisors first reported a position in Global X Internet of Things ETF in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.