Creative Planning
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Creative Planning’s Global X Defense Tech ETF SHLD Stock Holding History

Creative Planning’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
Q1 		$593K Buy
8,378
+3,038
+57% +$226K ﹤0.01% 2885
2025
Q4 		$346K Buy
5,340
+485
+10% +$31.9K ﹤0.01% 3146
2025
Q3 		$341K Buy
4,855
+657
+16% +$41.2K ﹤0.01% 3043
2025
Q2 		$253K Buy
+4,198
New +$226K ﹤0.01% 3046

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's SHLD Position: Q1 2026 in Review

Creative Planning increased its Global X Defense Tech ETF (SHLD) stake by 57% in Q1 2026, buying an estimated $226K and bringing the position to 8,378 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Creative Planning first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Creative Planning held 8,378 shares of Global X Defense Tech ETF worth $593K as of Q1 2026.
  • Creative Planning bought 3,038 Global X Defense Tech ETF shares in Q1 2026, an estimated $226K.
  • Global X Defense Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2885 holding.
  • Creative Planning first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.