Larson Financial Group
SHLD icon

Larson Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Larson Financial Group’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 		$136K Hold
2,263
– – ﹤0.01% 1106
2026
Q2 		$135K Hold
2,263
– – ﹤0.01% 1024
2026
Q1 		$160K Buy
2,263
+278
+14% +$20.7K 0.01% 796
2025
Q4 		$129K Hold
1,985
– – ﹤0.01% 840
2025
Q3 		$139K Hold
1,985
– – ﹤0.01% 789
2025
Q2 		$120K Buy
+1,985
New +$107K ﹤0.01% 799

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Larson Financial Group's SHLD Position: Q3 2026 in Review

Larson Financial Group held its Global X Defense Tech ETF (SHLD) position steady in Q3 2026 at 2,263 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Larson Financial Group first reported a position in SHLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $160K in Q1 2026. 379 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Larson Financial Group held 2,263 shares of Global X Defense Tech ETF worth $136K as of Q3 2026.
  • Larson Financial Group left its Global X Defense Tech ETF share count unchanged in Q3 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1106 holding.
  • Larson Financial Group first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Global X Defense Tech ETF position peaked at $160K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.