BFG
SHLD icon

Buttonwood Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Buttonwood Financial Group’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 		$6.16M Buy
103,100
+20,768
+25% +$1.38M 3.52% 10
2026
Q1 		$5.83M Buy
82,332
+21,798
+36% +$1.62M 3.59% 9
2025
Q4 		$4.55M Sell
60,534
-46,176
-43% -$3.04M 2.42% 11
2025
Q3 		$7.52M Buy
+106,710
New +$6.7M 3.25% 7

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Buttonwood Financial Group's SHLD Position: Q2 2026 in Review

Buttonwood Financial Group increased its Global X Defense Tech ETF (SHLD) stake by 25% in Q2 2026, buying an estimated $1.38M and bringing the position to 103,100 shares worth $6.16M. The position accounts for 3.52% of the portfolio, ranked #10.

Buttonwood Financial Group first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.52M in Q3 2025. 408 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Buttonwood Financial Group held 103,100 shares of Global X Defense Tech ETF worth $6.16M as of Q2 2026.
  • Buttonwood Financial Group bought 20,768 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.38M.
  • Global X Defense Tech ETF made up 3.52% of Buttonwood Financial Group's portfolio in Q2 2026, its #10 holding.
  • Buttonwood Financial Group first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Buttonwood Financial Group's Global X Defense Tech ETF position peaked at $7.52M in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.