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Bartlett & Co Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Bartlett & Co 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 		$8.39K Hold
140
– – ﹤0.01% 1013
2026
Q1 		$9.53K Buy
140
+90
+180% +$6.71K ﹤0.01% 929
2025
Q4 		$3.25K Buy
+50
New +$3.29K ﹤0.01% 1073

Other funds holding SHLD

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Bartlett & Co Wealth Management's SHLD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 140 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Bartlett & Co Wealth Management first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.53K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Bartlett & Co Wealth Management held 140 shares of Global X Defense Tech ETF worth $8.39K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • Bartlett & Co Wealth Management first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's Global X Defense Tech ETF position peaked at $9.53K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.