Kestra Private Wealth Services’s Global X Defense Tech ETF SHLD Stock Holding History

Kestra Private Wealth Services’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 Q1	$5.27M	Buy	74,424 +12,537	+20%	+$934K	0.07%	314
2025 Q4	$4.01M	Buy	61,887 +36,020	+139%	+$2.37M	0.05%	356
2025 Q3	$1.82M	Buy	25,867 +14,983	+138%	+$940K	0.02%	554
2025 Q2	$656K	Buy	10,884 +907	+9%	+$48.7K	0.01%	917
2025 Q1	$464K	Buy	9,977 +4,241	+74%	+$180K	0.01%	993
2024 Q4	$215K	Buy	+5,736	New	+$222K	﹤0.01%	1289

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Private Wealth Services's SHLD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Global X Defense Tech ETF (SHLD) stake by 20% in Q1 2026, buying an estimated $934K and bringing the position to 74,424 shares worth $5.27M. The position accounts for 0.07% of the portfolio, ranked #314.

Kestra Private Wealth Services first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Kestra Private Wealth Services held 74,424 shares of Global X Defense Tech ETF worth $5.27M as of Q1 2026.
Kestra Private Wealth Services bought 12,537 Global X Defense Tech ETF shares in Q1 2026, an estimated $934K.
Global X Defense Tech ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q1 2026, its #314 holding.
Kestra Private Wealth Services first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.