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LGT Financial Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

LGT Financial 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
Q2 		$23.4K Buy
391
+19
+5% +$1.26K 0.12% 94
2026
Q1 		$26.4K Buy
372
+231
+164% +$17.2K 0.14% 91
2025
Q4 		$9.13K Sell
141
-170
-55% -$11.2K 0.06% 151
2025
Q3 		$21.8K Buy
+311
New +$19.5K 0.05% 178

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

LGT Financial Advisors's SHLD Position: Q2 2026 in Review

LGT Financial Advisors increased its Global X Defense Tech ETF (SHLD) stake by 5.1% in Q2 2026, buying an estimated $1.26K and bringing the position to 391 shares worth $23.4K. The position accounts for 0.12% of the portfolio, ranked #94.

LGT Financial Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.4K in Q1 2026. 343 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • LGT Financial Advisors held 391 shares of Global X Defense Tech ETF worth $23.4K as of Q2 2026.
  • LGT Financial Advisors bought 19 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.26K.
  • Global X Defense Tech ETF made up 0.12% of LGT Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • LGT Financial Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • LGT Financial Advisors's Global X Defense Tech ETF position peaked at $26.4K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.