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

Cornerstone 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
Q3 		$1.09M Sell
18,088
-1,673
-8% -$107K 0.05% 322
2026
Q2 		$1.18M Buy
19,761
+3,457
+21% +$230K 0.05% 310
2026
Q1 		$1.15M Buy
16,304
+9,955
+157% +$742K 0.06% 289
2025
Q4 		$411K Buy
6,349
+381
+6% +$25.1K 0.02% 473
2025
Q3 		$419K Buy
+5,968
New +$375K 0.02% 461

Other funds holding SHLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Cornerstone Wealth Management's SHLD Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Global X Defense Tech ETF (SHLD) stake by 8.5% in Q3 2026, selling an estimated $107K and leaving 18,088 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #322.

Cornerstone Wealth Management first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2026. 408 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Cornerstone Wealth Management held 18,088 shares of Global X Defense Tech ETF worth $1.09M as of Q3 2026.
  • Cornerstone Wealth Management sold 1,673 Global X Defense Tech ETF shares in Q3 2026, an estimated $107K.
  • Global X Defense Tech ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #322 holding.
  • Cornerstone Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's Global X Defense Tech ETF position peaked at $1.18M in Q2 2026.
  • 408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.