Advisory Solutions Group’s Global X Defense Tech ETF SHLD Stock Holding History

Advisory Solutions Group’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	$609K	Buy	+10,131	New	+$649K	0.13%	147

Other funds holding SHLD

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Advisory Solutions Group's SHLD Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 10,131 shares worth $609K. The stake represents 0.13% of the portfolio and ranks #147 among its holdings.

175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Advisory Solutions Group held 10,131 shares of Global X Defense Tech ETF worth $609K as of Q3 2026.
Global X Defense Tech ETF was a new Advisory Solutions Group position in Q3 2026.
Global X Defense Tech ETF made up 0.13% of Advisory Solutions Group's portfolio in Q3 2026, its #147 holding.
175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.