WealthShield Partners’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

WealthShield Partners’s Portfolio XLUI Stock Details XLUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,519	Closed	-$38.1K	–	624
2026 Q1	$38.1K	Buy	+1,519	New	+$37.4K	﹤0.01%	463

Other funds holding XLUI

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

IPS

Investors Portfolio Services Puyallup, Washington $131M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthShield Partners's XLUI Position: Q2 2026 in Review

WealthShield Partners sold out of State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q2 2026, closing a stake of 1,519 shares — an estimated $38.1K sold.

WealthShield Partners first reported a position in XLUI in Q1 2026 and held it in 1 quarter. The position peaked at $38.1K in Q1 2026. 6 funds tracked by Wall St. Rank hold XLUI as of Q2 2026.

WealthShield Partners reported no remaining State Street Utilities Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,519 State Street Utilities Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $38.1K.
WealthShield Partners first reported a position in State Street Utilities Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
WealthShield Partners's State Street Utilities Select Sector SPDR Premium Income ETF position peaked at $38.1K in Q1 2026.
6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.