XP Advisory US, Inc.’s Global X Defense Tech ETF SHLD Stock Holding History

XP Advisory US, Inc.’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	$92.8K	Buy	+1,555	New	+$103K	0.05%	38

Other funds holding SHLD

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

XP Advisory US, Inc.'s SHLD Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 1,555 shares worth $92.8K. The stake represents 0.05% of the portfolio and ranks #38 among its holdings.

285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

XP Advisory US, Inc. held 1,555 shares of Global X Defense Tech ETF worth $92.8K as of Q2 2026.
Global X Defense Tech ETF was a new XP Advisory US, Inc. position in Q2 2026.
Global X Defense Tech ETF made up 0.05% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #38 holding.
285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.