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

Highline Wealth Partners’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	$1.31M	Sell	21,990 -1,025	-4%	-$68.2K	0.27%	52
2026 Q1	$1.63M	Buy	23,015 +990	+4%	+$73.8K	0.42%	44
2025 Q4	$1.43M	Buy	22,025 +9,273	+73%	+$611K	0.4%	42
2025 Q3	$896K	Buy	12,752 +9,327	+272%	+$585K	0.24%	61
2025 Q2	$206K	Buy	3,425 +3,175	+1,270%	+$171K	0.06%	96
2025 Q1	$11.6K	Buy	+250	New	+$10.6K	﹤0.01%	285

Other funds holding SHLD

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

Highline Wealth Partners reduced its Global X Defense Tech ETF (SHLD) stake by 4.5% in Q2 2026, selling an estimated $68.2K and leaving 21,990 shares worth $1.31M. The position accounts for 0.27% of the portfolio, ranked #52.

Highline Wealth Partners first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2026. 100 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Highline Wealth Partners held 21,990 shares of Global X Defense Tech ETF worth $1.31M as of Q2 2026.
Highline Wealth Partners sold 1,025 Global X Defense Tech ETF shares in Q2 2026, an estimated $68.2K.
Global X Defense Tech ETF made up 0.27% of Highline Wealth Partners's portfolio in Q2 2026, its #52 holding.
Highline Wealth Partners first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Highline Wealth Partners's Global X Defense Tech ETF position peaked at $1.63M in Q1 2026.
100 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.