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 Q3	$3.49M	Sell	58,138 -43,795	-43%	-$2.8M	1.81%	15
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Ehrlich Financial Group's SHLD Position: Q3 2026 in Review

Ehrlich Financial Group reduced its Global X Defense Tech ETF (SHLD) stake by 43% in Q3 2026, selling an estimated $2.8M and leaving 58,138 shares worth $3.49M. The position accounts for 1.81% of the portfolio, ranked #15.

Ehrlich Financial Group first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.09M in Q2 2026. 408 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Ehrlich Financial Group held 58,138 shares of Global X Defense Tech ETF worth $3.49M as of Q3 2026.
Ehrlich Financial Group sold 43,795 Global X Defense Tech ETF shares in Q3 2026, an estimated $2.8M.
Global X Defense Tech ETF made up 1.81% of Ehrlich Financial Group's portfolio in Q3 2026, its #15 holding.
Ehrlich Financial Group first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
Ehrlich Financial Group's Global X Defense Tech ETF position peaked at $6.09M in Q2 2026.
408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.