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

Cypress 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 		$4.23M Buy
70,822
+12,119
+21% +$807K 0.52% 48
2026
Q1 		$4.16M Buy
58,703
+14,955
+34% +$1.11M 0.59% 43
2025
Q4 		$2.83M Buy
43,748
+6,821
+18% +$449K 0.39% 53
2025
Q3 		$2.59M Buy
+36,927
New +$2.32M 0.42% 51

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Cypress Wealth Services increased its Global X Defense Tech ETF (SHLD) stake by 21% in Q2 2026, buying an estimated $807K and bringing the position to 70,822 shares worth $4.23M. The position accounts for 0.52% of the portfolio, ranked #48.

Cypress Wealth Services first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Cypress Wealth Services held 70,822 shares of Global X Defense Tech ETF worth $4.23M as of Q2 2026.
  • Cypress Wealth Services bought 12,119 Global X Defense Tech ETF shares in Q2 2026, an estimated $807K.
  • Global X Defense Tech ETF made up 0.52% of Cypress Wealth Services's portfolio in Q2 2026, its #48 holding.
  • Cypress Wealth Services first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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