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FFG Retirement Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

FFG Retirement Advisors’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 		$1.96M Buy
32,769
+9,718
+42% +$647K 1.04% 39
2026
Q1 		$1.63M Buy
23,051
+956
+4% +$71.2K 0.95% 40
2025
Q4 		$1.43M Buy
22,095
+14,603
+195% +$961K 0.89% 40
2025
Q3 		$526K Buy
+7,492
New +$470K 0.33% 43

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

FFG Retirement Advisors's SHLD Position: Q2 2026 in Review

FFG Retirement Advisors increased its Global X Defense Tech ETF (SHLD) stake by 42% in Q2 2026, buying an estimated $647K and bringing the position to 32,769 shares worth $1.96M. The position accounts for 1.04% of the portfolio, ranked #39.

FFG Retirement Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • FFG Retirement Advisors held 32,769 shares of Global X Defense Tech ETF worth $1.96M as of Q2 2026.
  • FFG Retirement Advisors bought 9,718 Global X Defense Tech ETF shares in Q2 2026, an estimated $647K.
  • Global X Defense Tech ETF made up 1.04% of FFG Retirement Advisors's portfolio in Q2 2026, its #39 holding.
  • FFG Retirement Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.