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Archford Capital Strategies’s Global X Defense Tech ETF SHLD Stock Holding History

Archford Capital Strategies’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 		$503K Buy
8,416
+582
+7% +$38.7K 0.05% 240
2026
Q1 		$555K Buy
+7,834
New +$584K 0.06% 222

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
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
GA
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Archford Capital Strategies's SHLD Position: Q2 2026 in Review

Archford Capital Strategies increased its Global X Defense Tech ETF (SHLD) stake by 7.4% in Q2 2026, buying an estimated $38.7K and bringing the position to 8,416 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #240.

Archford Capital Strategies first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $555K in Q1 2026. 199 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Archford Capital Strategies held 8,416 shares of Global X Defense Tech ETF worth $503K as of Q2 2026.
  • Archford Capital Strategies bought 582 Global X Defense Tech ETF shares in Q2 2026, an estimated $38.7K.
  • Global X Defense Tech ETF made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #240 holding.
  • Archford Capital Strategies first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Archford Capital Strategies's Global X Defense Tech ETF position peaked at $555K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.