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 Q3	$1.71M	Buy	28,173 +23,317	+480%	+$1.49M	0.03%	487
2026 Q2	$310K	Sell	4,856 -3,619	-43%	-$241K	0.01%	1037
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

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

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

Diversify Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 480% in Q3 2026, buying an estimated $1.49M and bringing the position to 28,173 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #487.

Diversify Wealth Management first reported a position in SHLD in Q2 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Diversify Wealth Management held 28,173 shares of Global X Defense Tech ETF worth $1.71M as of Q3 2026.
Diversify Wealth Management bought 23,317 Global X Defense Tech ETF shares in Q3 2026, an estimated $1.49M.
Global X Defense Tech ETF made up 0.03% of Diversify Wealth Management's portfolio in Q3 2026, its #487 holding.
Diversify Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.