BlueDoor Private Wealth’s Global X Defense Tech ETF SHLD Stock Holding History

BlueDoor Private Wealth’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	$1.52M	Buy	25,494 +56	+0.2%	+$3.73K	0.64%	40
2026 Q1	$1.8M	Sell	25,438 -1,435	-5%	-$107K	0.83%	31
2025 Q4	$1.74M	Buy	+26,873	New	+$1.77M	0.8%	33

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

BlueDoor Private Wealth's SHLD Position: Q2 2026 in Review

BlueDoor Private Wealth increased its Global X Defense Tech ETF (SHLD) stake by 0.22% in Q2 2026, buying an estimated $3.73K and bringing the position to 25,494 shares worth $1.52M. The position accounts for 0.64% of the portfolio, ranked #40.

BlueDoor Private Wealth first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q1 2026. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

BlueDoor Private Wealth held 25,494 shares of Global X Defense Tech ETF worth $1.52M as of Q2 2026.
BlueDoor Private Wealth bought 56 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.73K.
Global X Defense Tech ETF made up 0.64% of BlueDoor Private Wealth's portfolio in Q2 2026, its #40 holding.
BlueDoor Private Wealth first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
BlueDoor Private Wealth's Global X Defense Tech ETF position peaked at $1.8M in Q1 2026.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.