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Advisornet Financial’s Global X Defense Tech ETF SHLD Stock Holding History

Advisornet Financial’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 		$80.4K Hold
1,346
– – ﹤0.01% 947
2026
Q1 		$95.4K Buy
1,346
+4
+0.3% +$298 ﹤0.01% 837
2025
Q4 		$87K Buy
1,342
+130
+11% +$8.56K ﹤0.01% 865
2025
Q3 		$85.2K Sell
1,212
-997
-45% -$62.6K ﹤0.01% 841
2025
Q2 		$133K Buy
+2,209
New +$119K 0.01% 673

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Advisornet Financial's SHLD Position: Q2 2026 in Review

Advisornet Financial held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 1,346 shares worth $80.4K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Advisornet Financial first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $133K in Q2 2025. 155 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Advisornet Financial held 1,346 shares of Global X Defense Tech ETF worth $80.4K as of Q2 2026.
  • Advisornet Financial left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #947 holding.
  • Advisornet Financial first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • Advisornet Financial's Global X Defense Tech ETF position peaked at $133K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.