First Heartland Consultants’s Global X Defense Tech ETF SHLD Stock Holding History

First Heartland Consultants’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	$1.13M	Buy	+18,923	New	+$1.26M	0.07%	201

Other funds holding SHLD

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

First Heartland Consultants's SHLD Position: Q2 2026 in Review

First Heartland Consultants opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 18,923 shares worth $1.13M. The stake represents 0.07% of the portfolio and ranks #201 among its holdings.

184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

First Heartland Consultants held 18,923 shares of Global X Defense Tech ETF worth $1.13M as of Q2 2026.
Global X Defense Tech ETF was a new First Heartland Consultants position in Q2 2026.
Global X Defense Tech ETF made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #201 holding.
184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.