Financial Partners Group (Kansas)’s Global X Defense Tech ETF SHLD Stock Holding History

Financial Partners Group (Kansas)’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	$1.62M	Sell	27,142 -3,329	-11%	-$222K	0.16%	73
2026 Q1	$2.16M	Buy	30,471 +2,523	+9%	+$188K	0.26%	58
2025 Q4	$2.1M	Buy	27,948 +3,578	+15%	+$236K	0.24%	57
2025 Q3	$1.71M	Buy	24,370 +17,697	+265%	+$1.11M	0.21%	61
2025 Q2	$402K	Buy	+6,673	New	+$359K	0.06%	137

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 Partners Group (Kansas)'s SHLD Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its Global X Defense Tech ETF (SHLD) stake by 11% in Q2 2026, selling an estimated $222K and leaving 27,142 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #73.

Financial Partners Group (Kansas) first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.16M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Financial Partners Group (Kansas) held 27,142 shares of Global X Defense Tech ETF worth $1.62M as of Q2 2026.
Financial Partners Group (Kansas) sold 3,329 Global X Defense Tech ETF shares in Q2 2026, an estimated $222K.
Global X Defense Tech ETF made up 0.16% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #73 holding.
Financial Partners Group (Kansas) first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Financial Partners Group (Kansas)'s Global X Defense Tech ETF position peaked at $2.16M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.