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Confluence Wealth Services’s Global X Defense Tech ETF SHLD Stock Holding History

Confluence Wealth Services’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 		$329K Buy
+5,516
New +$367K 0.01% 395

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
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
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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Confluence Wealth Services's SHLD Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 5,516 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

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

  • Confluence Wealth Services held 5,516 shares of Global X Defense Tech ETF worth $329K as of Q2 2026.
  • Global X Defense Tech ETF was a new Confluence Wealth Services position in Q2 2026.
  • Global X Defense Tech ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #395 holding.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.