Avid Wealth Partners
SHLD icon

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

Avid Wealth Partners’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
Q3 		$6.29M Buy
104,717
+17,869
+21% +$1.14M 2.88% 12
2026
Q2 		$5.19M Buy
86,848
+41,812
+93% +$2.78M 2.51% 13
2026
Q1 		$3.19M Buy
45,036
+4,778
+12% +$356K 1.51% 18
2025
Q4 		$2.61M Buy
+40,258
New +$2.65M 1.27% 18

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Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Avid Wealth Partners's SHLD Position: Q3 2026 in Review

Avid Wealth Partners increased its Global X Defense Tech ETF (SHLD) stake by 21% in Q3 2026, buying an estimated $1.14M and bringing the position to 104,717 shares worth $6.29M. The position accounts for 2.88% of the portfolio, ranked #12.

Avid Wealth Partners first reported a position in SHLD in Q4 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Avid Wealth Partners held 104,717 shares of Global X Defense Tech ETF worth $6.29M as of Q3 2026.
  • Avid Wealth Partners bought 17,869 Global X Defense Tech ETF shares in Q3 2026, an estimated $1.14M.
  • Global X Defense Tech ETF made up 2.88% of Avid Wealth Partners's portfolio in Q3 2026, its #12 holding.
  • Avid Wealth Partners first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.