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 Q3	$4.03M	Sell	67,119 -3,703	-5%	-$237K	0.48%	48
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Cypress Wealth Services's SHLD Position: Q3 2026 in Review

Cypress Wealth Services reduced its Global X Defense Tech ETF (SHLD) stake by 5.2% in Q3 2026, selling an estimated $237K and leaving 67,119 shares worth $4.03M. The position accounts for 0.48% of the portfolio, ranked #48.

Cypress Wealth Services first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.23M in Q2 2026. 408 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Cypress Wealth Services held 67,119 shares of Global X Defense Tech ETF worth $4.03M as of Q3 2026.
Cypress Wealth Services sold 3,703 Global X Defense Tech ETF shares in Q3 2026, an estimated $237K.
Global X Defense Tech ETF made up 0.48% of Cypress Wealth Services's portfolio in Q3 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 5 quarters since.
Cypress Wealth Services's Global X Defense Tech ETF position peaked at $4.23M in Q2 2026.
408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.