Advocacy Wealth Management Services’s Global X Defense Tech ETF SHLD Stock Holding History

Advocacy Wealth Management Services’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	$35.1M	Buy	587,492 +117,878	+25%	+$7.85M	1.27%	21
2026 Q1	$33.3M	Buy	469,614 +94,839	+25%	+$7.07M	1.47%	20
2025 Q4	$24.3M	Buy	374,775 +18,552	+5%	+$1.22M	1.02%	25
2025 Q3	$25M	Buy	+356,223	New	+$22.4M	1.09%	24

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

Advocacy Wealth Management Services's SHLD Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Global X Defense Tech ETF (SHLD) stake by 25% in Q2 2026, buying an estimated $7.85M and bringing the position to 587,492 shares worth $35.1M. The position accounts for 1.27% of the portfolio, ranked #21.

Advocacy Wealth Management Services first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Advocacy Wealth Management Services held 587,492 shares of Global X Defense Tech ETF worth $35.1M as of Q2 2026.
Advocacy Wealth Management Services bought 117,878 Global X Defense Tech ETF shares in Q2 2026, an estimated $7.85M.
Global X Defense Tech ETF made up 1.27% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #21 holding.
Advocacy Wealth Management Services first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.