Lantern Wealth Advisors
SHLD icon

Lantern Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Lantern Wealth Advisors’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 		– Sell
-8,665
Closed -$517K – 203
2026
Q2 		$517K Buy
8,665
+2,718
+46% +$181K 0.24% 101
2026
Q1 		$421K Buy
5,947
+2,753
+86% +$205K 0.22% 113
2025
Q4 		$207K Buy
+3,194
New +$210K 0.11% 157

Other funds holding SHLD

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lantern Wealth Advisors's SHLD Position: Q3 2026 in Review

Lantern Wealth Advisors sold out of Global X Defense Tech ETF (SHLD) in Q3 2026, closing a stake of 8,665 shares — an estimated $517K sold.

Lantern Wealth Advisors first reported a position in SHLD in Q4 2025 and held it in 3 quarters. The position peaked at $517K in Q2 2026. 242 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Lantern Wealth Advisors reported no remaining Global X Defense Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Lantern Wealth Advisors sold 8,665 Global X Defense Tech ETF shares in Q3 2026, an estimated $517K.
  • Lantern Wealth Advisors first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 3 quarters.
  • Lantern Wealth Advisors's Global X Defense Tech ETF position peaked at $517K in Q2 2026.
  • 242 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.