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

Keystone 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 Q3	$245K	Buy	+4,055	New	+$260K	0.04%	287

Other funds holding SHLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Keystone Wealth Services's SHLD Position: Q3 2026 in Review

Keystone Wealth Services opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 4,055 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings.

407 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Keystone Wealth Services held 4,055 shares of Global X Defense Tech ETF worth $245K as of Q3 2026.
Global X Defense Tech ETF was a new Keystone Wealth Services position in Q3 2026.
Global X Defense Tech ETF made up 0.04% of Keystone Wealth Services's portfolio in Q3 2026, its #287 holding.
407 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.