Alliance Wealth Advisors (Utah)’s Global X Defense Tech ETF SHLD Stock Holding History

Alliance Wealth Advisors (Utah)’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	$3.45M	Sell	57,824 -13,749	-19%	-$915K	0.65%	24
2026 Q1	$5.07M	Buy	71,573 +25,134	+54%	+$1.87M	1.1%	16
2025 Q4	$3.01M	Buy	46,439 +43,388	+1,422%	+$2.86M	0.65%	39
2025 Q3	$214K	Buy	+3,051	New	+$191K	0.05%	259
2025 Q1	–	Sell	-49,301	Closed	-$1.84M	–	270
2024 Q4	$1.84M	Buy	49,301 +1,531	+3%	+$59.2K	0.48%	69
2024 Q3	$1.78M	Buy	+47,770	New	+$1.7M	0.47%	65

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

Alliance Wealth Advisors (Utah)'s SHLD Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Global X Defense Tech ETF (SHLD) stake by 19% in Q2 2026, selling an estimated $915K and leaving 57,824 shares worth $3.45M. The position accounts for 0.65% of the portfolio, ranked #24.

Alliance Wealth Advisors (Utah) first reported a position in SHLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.07M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Alliance Wealth Advisors (Utah) held 57,824 shares of Global X Defense Tech ETF worth $3.45M as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 13,749 Global X Defense Tech ETF shares in Q2 2026, an estimated $915K.
Global X Defense Tech ETF made up 0.65% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #24 holding.
Alliance Wealth Advisors (Utah) first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 6 quarters since.
Alliance Wealth Advisors (Utah)'s Global X Defense Tech ETF position peaked at $5.07M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.