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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
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

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

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

Cornerstone Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 21% in Q2 2026, buying an estimated $230K and bringing the position to 19,761 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #310.

Cornerstone Wealth Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Cornerstone Wealth Management held 19,761 shares of Global X Defense Tech ETF worth $1.18M as of Q2 2026.
  • Cornerstone Wealth Management bought 3,457 Global X Defense Tech ETF shares in Q2 2026, an estimated $230K.
  • Global X Defense Tech ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Cornerstone Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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