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 Q3	$705K	Buy	+11,911	New	+$762K	0.44%	32
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

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Lauer Wealth's SHLD Position: Q3 2026 in Review

Lauer Wealth opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 11,911 shares worth $705K. The stake represents 0.44% of the portfolio and ranks #32 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in SHLD as recently as Q1 2026.

Lauer Wealth first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Lauer Wealth held 11,911 shares of Global X Defense Tech ETF worth $705K as of Q3 2026.
Global X Defense Tech ETF was a new Lauer Wealth position in Q3 2026.
Global X Defense Tech ETF made up 0.44% of Lauer Wealth's portfolio in Q3 2026, its #32 holding.
Lauer Wealth first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Lauer Wealth's Global X Defense Tech ETF position peaked at $1.43M in Q1 2026.
175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.