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Ehrlich Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Ehrlich Financial Group’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
Q2 		$6.09M Buy
101,933
+19,262
+23% +$1.28M 3.13% 6
2026
Q1 		$5.86M Buy
82,671
+34,206
+71% +$2.55M 3.37% 6
2025
Q4 		$3.14M Buy
48,465
+45,039
+1,315% +$2.97M 1.79% 17
2025
Q3 		$241K Buy
+3,426
New +$215K 0.14% 102

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Ehrlich Financial Group's SHLD Position: Q2 2026 in Review

Ehrlich Financial Group increased its Global X Defense Tech ETF (SHLD) stake by 23% in Q2 2026, buying an estimated $1.28M and bringing the position to 101,933 shares worth $6.09M. The position accounts for 3.13% of the portfolio, ranked #6.

Ehrlich Financial Group first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Ehrlich Financial Group held 101,933 shares of Global X Defense Tech ETF worth $6.09M as of Q2 2026.
  • Ehrlich Financial Group bought 19,262 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.28M.
  • Global X Defense Tech ETF made up 3.13% of Ehrlich Financial Group's portfolio in Q2 2026, its #6 holding.
  • Ehrlich Financial Group first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.