Foguth Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Foguth Wealth Management’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	$7.87M	Buy	131,078 +49,317	+60%	+$3.28M	0.9%	34
2026 Q1	$5.52M	Buy	81,761 +7,211	+10%	+$537K	0.64%	40
2025 Q4	$4.95M	Buy	+74,550	New	+$4.91M	0.77%	47
2025 Q2	$554K	Buy	9,188 +2,938	+47%	+$158K	0.12%	76
2025 Q1	$291K	Buy	+6,250	New	+$265K	0.07%	117

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

Foguth Wealth Management's SHLD Position: Q2 2026 in Review

Foguth Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 60% in Q2 2026, buying an estimated $3.28M and bringing the position to 131,078 shares worth $7.87M. The position accounts for 0.9% of the portfolio, ranked #34.

Foguth Wealth Management first reported a position in SHLD in Q1 2025 and has held it in 5 quarters since. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Foguth Wealth Management held 131,078 shares of Global X Defense Tech ETF worth $7.87M as of Q2 2026.
Foguth Wealth Management bought 49,317 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.28M.
Global X Defense Tech ETF made up 0.9% of Foguth Wealth Management's portfolio in Q2 2026, its #34 holding.
Foguth Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 5 quarters since.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.