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

Darwin 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 		$1.69K Hold
28
– – ﹤0.01% 932
2026
Q2 		$1.68K Hold
28
– – ﹤0.01% 535
2026
Q1 		$1.99K Hold
28
– – ﹤0.01% 494
2025
Q4 		$1.81K Buy
+28
New +$1.84K ﹤0.01% 534

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
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
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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

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

Darwin Wealth Management held its Global X Defense Tech ETF (SHLD) position steady in Q3 2026 at 28 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Darwin Wealth Management first reported a position in SHLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.99K in Q1 2026. 379 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Darwin Wealth Management held 28 shares of Global X Defense Tech ETF worth $1.69K as of Q3 2026.
  • Darwin Wealth Management left its Global X Defense Tech ETF share count unchanged in Q3 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #932 holding.
  • Darwin Wealth Management first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 4 quarters since.
  • Darwin Wealth Management's Global X Defense Tech ETF position peaked at $1.99K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.