Buck Wealth Strategies’s Global X Defense Tech ETF SHLD Stock Holding History

Buck Wealth Strategies’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	$3.7K	Buy	+62	New	+$4.13K	﹤0.01%	772

Other funds holding SHLD

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Buck Wealth Strategies's SHLD Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 62 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

408 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Buck Wealth Strategies held 62 shares of Global X Defense Tech ETF worth $3.7K as of Q2 2026.
Global X Defense Tech ETF was a new Buck Wealth Strategies position in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #772 holding.
408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.