Financial Network Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Financial Network Wealth 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	$13.3K	Hold	223	–	–	0.01%	452
2026 Q1	$15.8K	Buy	223 +94	+73%	+$7K	0.02%	418
2025 Q4	$8.36K	Hold	129	–	–	0.01%	491
2025 Q3	$9.06K	Hold	129	–	–	0.01%	468
2025 Q2	$7.77K	Hold	129	–	–	0.01%	473
2025 Q1	$6K	Sell	129 -2,230	-95%	-$94.5K	0.01%	472
2024 Q4	$88.3K	Buy	+2,359	New	+$91.2K	0.16%	114
2024 Q3	–	Sell	-59	Closed	-$2.04K	–	971
2024 Q2	$2.04K	Buy	+59	New	+$1.96K	﹤0.01%	730

Other funds holding SHLD

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Network Wealth Advisors's SHLD Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 223 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #452.

Financial Network Wealth Advisors first reported a position in SHLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $88.3K in Q4 2024. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Financial Network Wealth Advisors held 223 shares of Global X Defense Tech ETF worth $13.3K as of Q2 2026.
Financial Network Wealth Advisors left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #452 holding.
Financial Network Wealth Advisors first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Global X Defense Tech ETF position peaked at $88.3K in Q4 2024.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.