Alteri Wealth’s Global X Defense Tech ETF SHLD Stock Holding History

Alteri Wealth’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	$734K	Buy	12,291 +656	+6%	+$43.7K	0.2%	118
2026 Q1	$824K	Buy	11,635 +1,402	+14%	+$104K	0.27%	93
2025 Q4	$663K	Buy	10,233 +3,879	+61%	+$255K	0.21%	117
2025 Q3	$446K	Buy	6,354 +1,527	+32%	+$95.8K	0.15%	158
2025 Q2	$291K	Buy	4,827 +524	+12%	+$28.2K	0.11%	203
2025 Q1	$200K	Buy	+4,303	New	+$182K	0.09%	241

Other funds holding SHLD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Alteri Wealth's SHLD Position: Q2 2026 in Review

Alteri Wealth increased its Global X Defense Tech ETF (SHLD) stake by 5.6% in Q2 2026, buying an estimated $43.7K and bringing the position to 12,291 shares worth $734K. The position accounts for 0.2% of the portfolio, ranked #118.

Alteri Wealth first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $824K in Q1 2026. 285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Alteri Wealth held 12,291 shares of Global X Defense Tech ETF worth $734K as of Q2 2026.
Alteri Wealth bought 656 Global X Defense Tech ETF shares in Q2 2026, an estimated $43.7K.
Global X Defense Tech ETF made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #118 holding.
Alteri Wealth first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Alteri Wealth's Global X Defense Tech ETF position peaked at $824K in Q1 2026.
285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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