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Essex Financial Services’s Global X Defense Tech ETF SHLD Stock Holding History

Essex Financial Services’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 		– Sell
-8,745
Closed -$619K – 870
2026
Q1 		$619K Buy
8,745
+494
+6% +$36.8K 0.03% 399
2025
Q4 		$535K Buy
8,251
+430
+5% +$28.3K 0.03% 421
2025
Q3 		$549K Buy
7,821
+696
+10% +$43.7K 0.03% 399
2025
Q2 		$429K Buy
+7,125
New +$383K 0.03% 444

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Essex Financial Services's SHLD Position: Q2 2026 in Review

Essex Financial Services sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 8,745 shares — an estimated $619K sold.

Essex Financial Services first reported a position in SHLD in Q2 2025 and held it in 4 quarters. The position peaked at $619K in Q1 2026. 433 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Essex Financial Services reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 8,745 Global X Defense Tech ETF shares in Q2 2026, an estimated $619K.
  • Essex Financial Services first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 4 quarters.
  • Essex Financial Services's Global X Defense Tech ETF position peaked at $619K in Q1 2026.
  • 433 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.