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

Financial Life Planners’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 		$22.1K Hold
370
– – 0.01% 188
2026
Q1 		$26.2K Buy
+370
New +$27.6K 0.02% 164
2025
Q4 		– Sell
-369
Closed -$25.9K – 281
2025
Q3 		$25.9K Buy
+369
New +$23.2K 0.02% 178

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Financial Life Planners's SHLD Position: Q2 2026 in Review

Financial Life Planners held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 370 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #188.

Financial Life Planners first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.2K in Q1 2026. 285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Financial Life Planners held 370 shares of Global X Defense Tech ETF worth $22.1K as of Q2 2026.
  • Financial Life Planners left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #188 holding.
  • Financial Life Planners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Life Planners's Global X Defense Tech ETF position peaked at $26.2K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.