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

Aventura 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 		$4.18K Sell
70
-123
-64% -$8.19K ﹤0.01% 717
2026
Q1 		$13.7K Buy
193
+123
+176% +$9.16K 0.01% 504
2025
Q4 		$4.54K Hold
70
– – ﹤0.01% 612
2025
Q3 		$4.92K Hold
70
– – ﹤0.01% 589
2025
Q2 		$4.22K Hold
70
– – ﹤0.01% 555
2025
Q1 		$3.26K Sell
70
-300
-81% -$12.7K ﹤0.01% 560
2024
Q4 		$13.8K Buy
+370
New +$14.3K 0.01% 399

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
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
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
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Aventura Private Wealth's SHLD Position: Q2 2026 in Review

Aventura Private Wealth reduced its Global X Defense Tech ETF (SHLD) stake by 64% in Q2 2026, selling an estimated $8.19K and leaving 70 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Aventura Private Wealth first reported a position in SHLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.8K in Q4 2024. 166 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Aventura Private Wealth held 70 shares of Global X Defense Tech ETF worth $4.18K as of Q2 2026.
  • Aventura Private Wealth sold 123 Global X Defense Tech ETF shares in Q2 2026, an estimated $8.19K.
  • Global X Defense Tech ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #717 holding.
  • Aventura Private Wealth first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Global X Defense Tech ETF position peaked at $13.8K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.