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

LifeSteps Financial’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 		$6.69K Buy
+112
New +$7.45K ﹤0.01% 483

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LifeSteps Financial's SHLD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 112 shares worth $6.69K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

271 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • LifeSteps Financial held 112 shares of Global X Defense Tech ETF worth $6.69K as of Q2 2026.
  • Global X Defense Tech ETF was a new LifeSteps Financial position in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #483 holding.
  • 271 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.