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1 North Wealth Services’s Global X Defense Tech ETF SHLD Stock Holding History

1 North Wealth Services’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69K Hold
45
– – ﹤0.01% 270
2026
Q1 		$3.19K Buy
+45
New +$3.35K ﹤0.01% 227

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

1 North Wealth Services's SHLD Position: Q2 2026 in Review

1 North Wealth Services held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 45 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

1 North Wealth Services first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.19K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • 1 North Wealth Services held 45 shares of Global X Defense Tech ETF worth $2.69K as of Q2 2026.
  • 1 North Wealth Services left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #270 holding.
  • 1 North Wealth Services first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 1 North Wealth Services's Global X Defense Tech ETF position peaked at $3.19K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.