Focus Partners Wealth
SHLD icon

Focus Partners Wealth’s Global X Defense Tech ETF SHLD Stock Holding History

Focus Partners Wealth’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 		$507K Sell
8,486
-2,547
-23% -$170K ﹤0.01% 1958
2026
Q1 		$782K Buy
+11,033
New +$822K ﹤0.01% 1720

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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

Focus Partners Wealth's SHLD Position: Q2 2026 in Review

Focus Partners Wealth reduced its Global X Defense Tech ETF (SHLD) stake by 23% in Q2 2026, selling an estimated $170K and leaving 8,486 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Focus Partners Wealth first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $782K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Focus Partners Wealth held 8,486 shares of Global X Defense Tech ETF worth $507K as of Q2 2026.
  • Focus Partners Wealth sold 2,547 Global X Defense Tech ETF shares in Q2 2026, an estimated $170K.
  • Global X Defense Tech ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1958 holding.
  • Focus Partners Wealth first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's Global X Defense Tech ETF position peaked at $782K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.