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Discipline Wealth Solutions’s Global X Defense Tech ETF SHLD Stock Holding History

Discipline Wealth Solutions’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
2025
Q4 		– Sell
-2,858
Closed -$201K – 174
2025
Q3 		$201K Buy
+2,858
New +$179K 0.05% 153

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Discipline Wealth Solutions's SHLD Position: Q4 2025 in Review

Discipline Wealth Solutions sold out of Global X Defense Tech ETF (SHLD) in Q4 2025, closing a stake of 2,858 shares — an estimated $201K sold.

Discipline Wealth Solutions first reported a position in SHLD in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 495 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

  • Discipline Wealth Solutions reported no remaining Global X Defense Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Discipline Wealth Solutions sold 2,858 Global X Defense Tech ETF shares in Q4 2025, an estimated $201K.
  • Discipline Wealth Solutions first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 1 quarter.
  • Discipline Wealth Solutions's Global X Defense Tech ETF position peaked at $201K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on Discipline Wealth Solutions's 13F filing for Q4 2025, filed 26 Jan 2026.