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

Apollon Wealth Management’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	$1.3M	Buy	21,790 +5,382	+33%	+$358K	0.02%	632
2026 Q1	$1.16M	Buy	16,408 +1,308	+9%	+$97.4K	0.02%	547
2025 Q4	$978K	Buy	15,100 +85	+0.6%	+$5.6K	0.02%	580
2025 Q3	$1.05M	Buy	15,015 +2,785	+23%	+$175K	0.02%	550
2025 Q2	$737K	Buy	12,230 +3,270	+36%	+$176K	0.01%	654
2025 Q1	$417K	Buy	+8,960	New	+$380K	0.01%	826

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Apollon Wealth Management's SHLD Position: Q2 2026 in Review

Apollon Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 33% in Q2 2026, buying an estimated $358K and bringing the position to 21,790 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #632.

Apollon Wealth Management first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Apollon Wealth Management held 21,790 shares of Global X Defense Tech ETF worth $1.3M as of Q2 2026.
Apollon Wealth Management bought 5,382 Global X Defense Tech ETF shares in Q2 2026, an estimated $358K.
Global X Defense Tech ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #632 holding.
Apollon Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.