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 Q3	$114K	Buy	1,904 +6	+0.3%	+$384	0.03%	191
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

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

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Elevation Wealth Partners's SHLD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Global X Defense Tech ETF (SHLD) stake by 0.32% in Q3 2026, buying an estimated $384 and bringing the position to 1,904 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #191.

Elevation Wealth Partners first reported a position in SHLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $134K in Q1 2026. 211 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Elevation Wealth Partners held 1,904 shares of Global X Defense Tech ETF worth $114K as of Q3 2026.
Elevation Wealth Partners bought 6 Global X Defense Tech ETF shares in Q3 2026, an estimated $384.
Global X Defense Tech ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #191 holding.
Elevation Wealth Partners first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 7 quarters since.
Elevation Wealth Partners's Global X Defense Tech ETF position peaked at $134K in Q1 2026.
211 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.