Cardinal Strategic Wealth Guidance’s Global X Defense Tech ETF SHLD Stock Holding History

Cardinal Strategic Wealth Guidance’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	$9.22M	Buy	154,389 +72,870	+89%	+$4.85M	2.09%	12
2026 Q1	$5.77M	Buy	81,519 +12,326	+18%	+$918K	1.52%	15
2025 Q4	$4.48M	Buy	+69,193	New	+$4.56M	1.17%	15

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

Cardinal Strategic Wealth Guidance's SHLD Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance increased its Global X Defense Tech ETF (SHLD) stake by 89% in Q2 2026, buying an estimated $4.85M and bringing the position to 154,389 shares worth $9.22M. The position accounts for 2.09% of the portfolio, ranked #12.

Cardinal Strategic Wealth Guidance first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Cardinal Strategic Wealth Guidance held 154,389 shares of Global X Defense Tech ETF worth $9.22M as of Q2 2026.
Cardinal Strategic Wealth Guidance bought 72,870 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.85M.
Global X Defense Tech ETF made up 2.09% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #12 holding.
Cardinal Strategic Wealth Guidance first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.