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 Q3	$3.05M	Sell	50,835 -6,227	-11%	-$399K	2%	15
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

A4 Wealth Advisors's SHLD Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 11% in Q3 2026, selling an estimated $399K and leaving 50,835 shares worth $3.05M. The position accounts for 2% of the portfolio, ranked #15.

A4 Wealth Advisors first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.41M in Q2 2026. 376 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

A4 Wealth Advisors held 50,835 shares of Global X Defense Tech ETF worth $3.05M as of Q3 2026.
A4 Wealth Advisors sold 6,227 Global X Defense Tech ETF shares in Q3 2026, an estimated $399K.
Global X Defense Tech ETF made up 2% of A4 Wealth Advisors's portfolio in Q3 2026, its #15 holding.
A4 Wealth Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's Global X Defense Tech ETF position peaked at $3.41M in Q2 2026.
376 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.