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

Financial Consulate’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 		$5.97K Hold
100
– – ﹤0.01% 809
2026
Q1 		$7.08K Buy
+100
New +$7.45K ﹤0.01% 721

Other funds holding SHLD

Bank of America
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
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

Financial Consulate's SHLD Position: Q2 2026 in Review

Financial Consulate held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 100 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Financial Consulate first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.08K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Financial Consulate held 100 shares of Global X Defense Tech ETF worth $5.97K as of Q2 2026.
  • Financial Consulate left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #809 holding.
  • Financial Consulate first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Consulate's Global X Defense Tech ETF position peaked at $7.08K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.