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Joel Isaacson & Co’s Global X Defense Tech ETF SHLD Stock Holding History

Joel Isaacson & Co’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 		$854K Buy
+14,300
New +$952K 0.02% 220

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Joel Isaacson & Co's SHLD Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 14,300 shares worth $854K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings.

385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Joel Isaacson & Co held 14,300 shares of Global X Defense Tech ETF worth $854K as of Q2 2026.
  • Global X Defense Tech ETF was a new Joel Isaacson & Co position in Q2 2026.
  • Global X Defense Tech ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #220 holding.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.