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

Lauer Wealth’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 		– Sell
-19,111
Closed -$1.27M – 88
2026
Q1 		$1.43M Buy
19,111
+3,361
+21% +$250K 1.14% 16
2025
Q4 		$1.15M Buy
15,750
+4,100
+35% +$270K 0.85% 19
2025
Q3 		$777K Buy
11,650
+1,486
+15% +$93.3K 0.56% 25
2025
Q2 		$622K Buy
+10,164
New +$546K 0.51% 27

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Lauer Wealth's SHLD Position: Q2 2026 in Review

Lauer Wealth sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 19,111 shares — an estimated $1.27M sold.

Lauer Wealth first reported a position in SHLD in Q2 2025 and held it in 4 quarters. The position peaked at $1.43M in Q1 2026. 184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Lauer Wealth reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 19,111 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.27M.
  • Lauer Wealth first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 4 quarters.
  • Lauer Wealth's Global X Defense Tech ETF position peaked at $1.43M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.