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Forthright Family Wealth Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

Forthright Family Wealth Advisory’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 		$302K Buy
+5,051
New +$336K 0.17% 42
2026
Q1 		– Sell
-3,407
Closed -$221K – 75
2025
Q4 		$221K Sell
3,407
-8,713
-72% -$574K 0.14% 43
2025
Q3 		$851K Buy
+12,120
New +$761K 0.52% 33

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Forthright Family Wealth Advisory's SHLD Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 5,051 shares worth $302K. The stake represents 0.17% of the portfolio and ranks #42 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in SHLD as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $851K in Q3 2025. 285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Forthright Family Wealth Advisory held 5,051 shares of Global X Defense Tech ETF worth $302K as of Q2 2026.
  • Global X Defense Tech ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
  • Global X Defense Tech ETF made up 0.17% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #42 holding.
  • Forthright Family Wealth Advisory first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Forthright Family Wealth Advisory's Global X Defense Tech ETF position peaked at $851K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.