CWM
SHLD icon

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

Centurion 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 		$240K Sell
4,022
-655
-14% -$43.6K 0.06% 252
2026
Q1 		$331K Buy
+4,677
New +$348K 0.07% 219

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Centurion Wealth Management's SHLD Position: Q2 2026 in Review

Centurion Wealth Management reduced its Global X Defense Tech ETF (SHLD) stake by 14% in Q2 2026, selling an estimated $43.6K and leaving 4,022 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #252.

Centurion Wealth Management first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $331K in Q1 2026. 98 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Centurion Wealth Management held 4,022 shares of Global X Defense Tech ETF worth $240K as of Q2 2026.
  • Centurion Wealth Management sold 655 Global X Defense Tech ETF shares in Q2 2026, an estimated $43.6K.
  • Global X Defense Tech ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Centurion Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Centurion Wealth Management's Global X Defense Tech ETF position peaked at $331K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.