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Evergreen Wealth Solutions’s Global X Defense Tech ETF SHLD Stock Holding History

Evergreen Wealth Solutions’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
-4,847
Closed -$343K – 523
2026
Q1 		$343K Buy
4,847
+1,241
+34% +$92.5K 0.02% 306
2025
Q4 		$234K Buy
+3,606
New +$237K 0.03% 193

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Evergreen Wealth Solutions's SHLD Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 4,847 shares — an estimated $343K sold.

Evergreen Wealth Solutions first reported a position in SHLD in Q4 2025 and held it in 2 quarters. The position peaked at $343K in Q1 2026. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 4,847 Global X Defense Tech ETF shares in Q2 2026, an estimated $343K.
  • Evergreen Wealth Solutions first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 2 quarters.
  • Evergreen Wealth Solutions's Global X Defense Tech ETF position peaked at $343K in Q1 2026.
  • 607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.