Ashton Thomas Private Wealth’s Global X Defense Tech ETF SHLD Stock Holding History

Ashton Thomas Private 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	$2.8M	Buy	46,893 +17,845	+61%	+$1.19M	0.06%	318
2026 Q1	$2.06M	Buy	29,048 +10,326	+55%	+$769K	0.05%	357
2025 Q4	$1.22M	Buy	18,722 +7,516	+67%	+$495K	0.03%	437
2025 Q3	$787K	Buy	+11,206	New	+$703K	0.02%	531

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

Ashton Thomas Private Wealth's SHLD Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Global X Defense Tech ETF (SHLD) stake by 61% in Q2 2026, buying an estimated $1.19M and bringing the position to 46,893 shares worth $2.8M. The position accounts for 0.06% of the portfolio, ranked #318.

Ashton Thomas Private Wealth first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Ashton Thomas Private Wealth held 46,893 shares of Global X Defense Tech ETF worth $2.8M as of Q2 2026.
Ashton Thomas Private Wealth bought 17,845 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.19M.
Global X Defense Tech ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #318 holding.
Ashton Thomas Private Wealth first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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