Legacy Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Legacy Advisory Services’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	$1.18M	Buy	+19,594	New	+$1.25M	0.84%	30

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

Legacy Advisory Services's SHLD Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 19,594 shares worth $1.18M. The stake represents 0.84% of the portfolio and ranks #30 among its holdings.

175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Legacy Advisory Services held 19,594 shares of Global X Defense Tech ETF worth $1.18M as of Q3 2026.
Global X Defense Tech ETF was a new Legacy Advisory Services position in Q3 2026.
Global X Defense Tech ETF made up 0.84% of Legacy Advisory Services's portfolio in Q3 2026, its #30 holding.
175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.