Avidian Wealth Enterprises’s Global X Defense Tech ETF SHLD Stock Holding History

Avidian Wealth Enterprises’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	$1.98M	Buy	33,137 +12,542	+61%	+$835K	0.05%	210
2026 Q1	$1.46M	Buy	20,595 +6,068	+42%	+$452K	0.05%	233
2025 Q4	$941K	Buy	14,527 +1,188	+9%	+$78.2K	0.03%	238
2025 Q3	$937K	Buy	+13,339	New	+$837K	0.04%	235

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

Avidian Wealth Enterprises's SHLD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Global X Defense Tech ETF (SHLD) stake by 61% in Q2 2026, buying an estimated $835K and bringing the position to 33,137 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #210.

Avidian Wealth Enterprises first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Avidian Wealth Enterprises held 33,137 shares of Global X Defense Tech ETF worth $1.98M as of Q2 2026.
Avidian Wealth Enterprises bought 12,542 Global X Defense Tech ETF shares in Q2 2026, an estimated $835K.
Global X Defense Tech ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #210 holding.
Avidian Wealth Enterprises first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.