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Caliber Wealth Management (Kansas)’s Global X Defense Tech ETF SHLD Stock Holding History

Caliber Wealth Management (Kansas)’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 		$395K Buy
6,611
+2,506
+61% +$167K 0.04% 208
2026
Q1 		$291K Buy
+4,105
New +$306K 0.03% 218

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Caliber Wealth Management (Kansas)'s SHLD Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Global X Defense Tech ETF (SHLD) stake by 61% in Q2 2026, buying an estimated $167K and bringing the position to 6,611 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #208.

Caliber Wealth Management (Kansas) first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 6,611 shares of Global X Defense Tech ETF worth $395K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 2,506 Global X Defense Tech ETF shares in Q2 2026, an estimated $167K.
  • Global X Defense Tech ETF made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #208 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.