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Holistic Planning’s Global X Defense Tech ETF SHLD Stock Holding History

Holistic Planning’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 		$2.2M Buy
36,809
+17,287
+89% +$1.15M 0.34% 65
2026
Q1 		$1.38M Buy
19,522
+6,130
+46% +$457K 0.28% 80
2025
Q4 		$868K Buy
+13,392
New +$882K 0.18% 104

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

Holistic Planning's SHLD Position: Q2 2026 in Review

Holistic Planning increased its Global X Defense Tech ETF (SHLD) stake by 89% in Q2 2026, buying an estimated $1.15M and bringing the position to 36,809 shares worth $2.2M. The position accounts for 0.34% of the portfolio, ranked #65.

Holistic Planning first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Holistic Planning held 36,809 shares of Global X Defense Tech ETF worth $2.2M as of Q2 2026.
  • Holistic Planning bought 17,287 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.15M.
  • Global X Defense Tech ETF made up 0.34% of Holistic Planning's portfolio in Q2 2026, its #65 holding.
  • Holistic Planning first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.