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

BigSur 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 		– Sell
-4,045
Closed -$287K – 177
2026
Q1 		$287K Hold
4,045
– – 0.08% 143
2025
Q4 		$263K Sell
4,045
-9,200
-69% -$606K 0.06% 141
2025
Q3 		$930K Hold
13,245
– – 0.23% 87
2025
Q2 		$800K Buy
+13,245
New +$712K 0.2% 92

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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

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

BigSur Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 4,045 shares — an estimated $287K sold.

BigSur Wealth Management first reported a position in SHLD in Q2 2025 and held it in 4 quarters. The position peaked at $930K in Q3 2025. 151 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • BigSur Wealth Management reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 4,045 Global X Defense Tech ETF shares in Q2 2026, an estimated $287K.
  • BigSur Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 4 quarters.
  • BigSur Wealth Management's Global X Defense Tech ETF position peaked at $930K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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