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Integrated Wealth Management (Ohio)’s Global X Defense Tech ETF SHLD Stock Holding History

Integrated Wealth Management (Ohio)’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 		$624K Buy
10,458
+1,895
+22% +$126K 0.66% 42
2026
Q1 		$607K Buy
8,563
+1,864
+28% +$139K 0.7% 46
2025
Q4 		$434K Buy
+6,699
New +$441K 0.49% 59

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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

Integrated Wealth Management (Ohio)'s SHLD Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its Global X Defense Tech ETF (SHLD) stake by 22% in Q2 2026, buying an estimated $126K and bringing the position to 10,458 shares worth $624K. The position accounts for 0.66% of the portfolio, ranked #42.

Integrated Wealth Management (Ohio) first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 10,458 shares of Global X Defense Tech ETF worth $624K as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 1,895 Global X Defense Tech ETF shares in Q2 2026, an estimated $126K.
  • Global X Defense Tech ETF made up 0.66% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #42 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.