A4 Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

A4 Wealth Advisors’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	$3.41M	Buy	57,062 +18,424	+48%	+$1.23M	2.26%	13
2026 Q1	$2.74M	Buy	38,638 +15,909	+70%	+$1.19M	2.24%	13
2025 Q4	$1.47M	Buy	22,729 +8,981	+65%	+$591K	1.27%	17
2025 Q3	$966K	Buy	+13,748	New	+$863K	0.81%	35

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

A4 Wealth Advisors's SHLD Position: Q2 2026 in Review

A4 Wealth Advisors increased its Global X Defense Tech ETF (SHLD) stake by 48% in Q2 2026, buying an estimated $1.23M and bringing the position to 57,062 shares worth $3.41M. The position accounts for 2.26% of the portfolio, ranked #13.

A4 Wealth Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

A4 Wealth Advisors held 57,062 shares of Global X Defense Tech ETF worth $3.41M as of Q2 2026.
A4 Wealth Advisors bought 18,424 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.23M.
Global X Defense Tech ETF made up 2.26% of A4 Wealth Advisors's portfolio in Q2 2026, its #13 holding.
A4 Wealth Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.