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

Brown Miller 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 		$1.03M Buy
17,324
+1,317
+8% +$87.7K 0.26% 69
2026
Q1 		$1.13M Sell
16,007
-1,236
-7% -$92.1K 0.32% 66
2025
Q4 		$1.12M Buy
17,243
+1,725
+11% +$114K 0.31% 63
2025
Q3 		$1.09M Buy
15,518
+657
+4% +$41.2K 0.31% 64
2025
Q2 		$895K Sell
14,861
-29
-0.2% -$1.56K 0.28% 73
2025
Q1 		$693K Buy
+14,890
New +$631K 0.24% 79

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Brown Miller Wealth Management's SHLD Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 8.2% in Q2 2026, buying an estimated $87.7K and bringing the position to 17,324 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #69.

Brown Miller Wealth Management first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q1 2026. 184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Brown Miller Wealth Management held 17,324 shares of Global X Defense Tech ETF worth $1.03M as of Q2 2026.
  • Brown Miller Wealth Management bought 1,317 Global X Defense Tech ETF shares in Q2 2026, an estimated $87.7K.
  • Global X Defense Tech ETF made up 0.26% of Brown Miller Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Brown Miller Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • Brown Miller Wealth Management's Global X Defense Tech ETF position peaked at $1.13M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.