Elevation Wealth Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Elevation Wealth Partners’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	$113K	Hold	1,898	–	–	0.03%	181
2026 Q1	$134K	Buy	1,898 +6	+0.3%	+$447	0.05%	147
2025 Q4	$123K	Hold	1,892	–	–	0.04%	154
2025 Q3	$133K	Buy	1,892 +4	+0.2%	+$251	0.05%	148
2025 Q2	$114K	Buy	1,888 +1,219	+182%	+$65.5K	0.04%	162
2025 Q1	$31.1K	Buy	+669	New	+$28.3K	0.01%	279

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Elevation Wealth Partners's SHLD Position: Q2 2026 in Review

Elevation Wealth Partners held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 1,898 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #181.

Elevation Wealth Partners first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $134K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Elevation Wealth Partners held 1,898 shares of Global X Defense Tech ETF worth $113K as of Q2 2026.
Elevation Wealth Partners left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #181 holding.
Elevation Wealth Partners first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Elevation Wealth Partners's Global X Defense Tech ETF position peaked at $134K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.