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

Fox Hill 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	$352K	Buy	5,889 +35	+0.6%	+$2.33K	0.14%	88
2026 Q1	$415K	Buy	5,854 +140	+2%	+$10.4K	0.2%	80
2025 Q4	$370K	Sell	5,714 -96	-2%	-$6.32K	0.17%	75
2025 Q3	$408K	Buy	5,810 +2,147	+59%	+$135K	0.19%	77
2025 Q2	$221K	Buy	+3,663	New	+$197K	0.11%	100

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

Fox Hill Wealth Management's SHLD Position: Q2 2026 in Review

Fox Hill Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 0.6% in Q2 2026, buying an estimated $2.33K and bringing the position to 5,889 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #88.

Fox Hill Wealth Management first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Fox Hill Wealth Management held 5,889 shares of Global X Defense Tech ETF worth $352K as of Q2 2026.
Fox Hill Wealth Management bought 35 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.33K.
Global X Defense Tech ETF made up 0.14% of Fox Hill Wealth Management's portfolio in Q2 2026, its #88 holding.
Fox Hill Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Fox Hill Wealth Management's Global X Defense Tech ETF position peaked at $415K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.