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

Diversify 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 Q1	$564K	Sell	8,475 -364	-4%	-$27.1K	0.01%	775
2025 Q4	$675K	Buy	+8,839	New	+$582K	0.03%	384
2025 Q1	–	Sell	-5,838	Closed	-$218K	–	549
2024 Q4	$218K	Sell	5,838 -1,554	-21%	-$60K	0.02%	477
2024 Q3	$283K	Sell	7,392 -1,454	-16%	-$51.7K	0.03%	409
2024 Q2	$303K	Buy	+8,846	New	+$294K	0.04%	359

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Diversify Wealth Management's SHLD Position: Q1 2026 in Review

Diversify Wealth Management reduced its Global X Defense Tech ETF (SHLD) stake by 4.1% in Q1 2026, selling an estimated $27.1K and leaving 8,475 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #775.

Diversify Wealth Management first reported a position in SHLD in Q2 2024 and has held it in 5 quarters since. The position peaked at $675K in Q4 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Diversify Wealth Management held 8,475 shares of Global X Defense Tech ETF worth $564K as of Q1 2026.
Diversify Wealth Management sold 364 Global X Defense Tech ETF shares in Q1 2026, an estimated $27.1K.
Global X Defense Tech ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #775 holding.
Diversify Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 5 quarters since.
Diversify Wealth Management's Global X Defense Tech ETF position peaked at $675K in Q4 2025.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.