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

HB 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 		$727K Buy
12,173
+5,630
+86% +$375K ﹤0.01% 918
2026
Q1 		$464K Buy
6,543
+443
+7% +$33K ﹤0.01% 1012
2025
Q4 		$395K Sell
6,100
-468
-7% -$30.8K ﹤0.01% 995
2025
Q3 		$461K Buy
6,568
+307
+5% +$19.3K ﹤0.01% 897
2025
Q2 		$377K Buy
+6,261
New +$336K ﹤0.01% 849

Other funds holding SHLD

Bank of America
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
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

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

HB Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 86% in Q2 2026, buying an estimated $375K and bringing the position to 12,173 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

HB Wealth Management first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • HB Wealth Management held 12,173 shares of Global X Defense Tech ETF worth $727K as of Q2 2026.
  • HB Wealth Management bought 5,630 Global X Defense Tech ETF shares in Q2 2026, an estimated $375K.
  • Global X Defense Tech ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #918 holding.
  • HB Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.