Kingsview Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Kingsview Wealth Management’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	$2.79M	Buy	46,753 +14,653	+46%	+$975K	0.03%	485
2026 Q1	$2.27M	Buy	32,100 +28,769	+864%	+$2.14M	0.03%	483
2025 Q4	$216K	Sell	3,331 -241	-7%	-$15.9K	﹤0.01%	1145
2025 Q3	$251K	Sell	3,572 -608	-15%	-$38.2K	﹤0.01%	1038
2025 Q2	$252K	Buy	+4,180	New	+$225K	﹤0.01%	1017

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kingsview Wealth Management's SHLD Position: Q2 2026 in Review

Kingsview Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 46% in Q2 2026, buying an estimated $975K and bringing the position to 46,753 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #485.

Kingsview Wealth Management first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Kingsview Wealth Management held 46,753 shares of Global X Defense Tech ETF worth $2.79M as of Q2 2026.
Kingsview Wealth Management bought 14,653 Global X Defense Tech ETF shares in Q2 2026, an estimated $975K.
Global X Defense Tech ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #485 holding.
Kingsview Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.