BWM
SHLD icon

BAM Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

BAM Wealth Management’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 		$281K Sell
4,711
-1,280
-21% -$85.2K 0.18% 143
2026
Q1 		$424K Buy
5,991
+608
+11% +$45.3K 0.32% 82
2025
Q4 		$349K Buy
+5,383
New +$354K 0.25% 90

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

BAM Wealth Management's SHLD Position: Q2 2026 in Review

BAM Wealth Management reduced its Global X Defense Tech ETF (SHLD) stake by 21% in Q2 2026, selling an estimated $85.2K and leaving 4,711 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #143.

BAM Wealth Management first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q1 2026. 363 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • BAM Wealth Management held 4,711 shares of Global X Defense Tech ETF worth $281K as of Q2 2026.
  • BAM Wealth Management sold 1,280 Global X Defense Tech ETF shares in Q2 2026, an estimated $85.2K.
  • Global X Defense Tech ETF made up 0.18% of BAM Wealth Management's portfolio in Q2 2026, its #143 holding.
  • BAM Wealth Management first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • BAM Wealth Management's Global X Defense Tech ETF position peaked at $424K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.