Horst & Graben Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Horst & Graben 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	$12.4M	Buy	202,340 +47,387	+31%	+$3.15M	1.63%	20
2026 Q1	$10.5M	Buy	154,953 +66,173	+75%	+$4.93M	1.43%	25
2025 Q4	$5.75M	Buy	88,780 +4,779	+6%	+$315K	0.87%	26
2025 Q3	$5.9M	Buy	+84,001	New	+$5.27M	0.9%	27

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

Horst & Graben Wealth Management's SHLD Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 31% in Q2 2026, buying an estimated $3.15M and bringing the position to 202,340 shares worth $12.4M. The position accounts for 1.63% of the portfolio, ranked #20.

Horst & Graben Wealth Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Horst & Graben Wealth Management held 202,340 shares of Global X Defense Tech ETF worth $12.4M as of Q2 2026.
Horst & Graben Wealth Management bought 47,387 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.15M.
Global X Defense Tech ETF made up 1.63% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #20 holding.
Horst & Graben Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.