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Blue Trust Inc’s Global X Defense Tech ETF SHLD Stock Holding History

Blue Trust Inc’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 		$92.7K Buy
+1,553
New +$103K ﹤0.01% 1085
2025
Q1 		– Sell
-48
Closed -$1.8K – 2549
2024
Q4 		$1.8K Buy
+48
New +$1.85K ﹤0.01% 2220

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
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Blue Trust Inc's SHLD Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 1,553 shares worth $92.7K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SHLD as recently as Q4 2024.

Blue Trust Inc first reported a position in SHLD in Q4 2024 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Blue Trust Inc held 1,553 shares of Global X Defense Tech ETF worth $92.7K as of Q2 2026.
  • Global X Defense Tech ETF was a new Blue Trust Inc position in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1085 holding.
  • Blue Trust Inc first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.