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Intentional Wealth Strategies’s Global X Defense Tech ETF SHLD Stock Holding History

Intentional Wealth Strategies’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 		$2M Buy
33,545
+14,489
+76% +$964K 1.88% 13
2026
Q1 		$1.35M Buy
+19,056
New +$1.42M 1.26% 21

Other funds holding SHLD

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Intentional Wealth Strategies's SHLD Position: Q2 2026 in Review

Intentional Wealth Strategies increased its Global X Defense Tech ETF (SHLD) stake by 76% in Q2 2026, buying an estimated $964K and bringing the position to 33,545 shares worth $2M. The position accounts for 1.88% of the portfolio, ranked #13.

Intentional Wealth Strategies first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Intentional Wealth Strategies held 33,545 shares of Global X Defense Tech ETF worth $2M as of Q2 2026.
  • Intentional Wealth Strategies bought 14,489 Global X Defense Tech ETF shares in Q2 2026, an estimated $964K.
  • Global X Defense Tech ETF made up 1.88% of Intentional Wealth Strategies's portfolio in Q2 2026, its #13 holding.
  • Intentional Wealth Strategies first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.