LCM
SHLD icon

Lunt Capital Management’s Global X Defense Tech ETF SHLD Stock Holding History

Lunt Capital Management’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 		$567K Sell
9,490
-2,425
-20% -$161K 0.21% 61
2026
Q1 		$844K Buy
11,915
+73
+0.6% +$5.44K 0.32% 49
2025
Q4 		$767K Sell
11,842
-5
-0% -$329 0.29% 50
2025
Q3 		$832K Buy
+11,847
New +$744K 0.32% 48

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Lunt Capital Management's SHLD Position: Q2 2026 in Review

Lunt Capital Management reduced its Global X Defense Tech ETF (SHLD) stake by 20% in Q2 2026, selling an estimated $161K and leaving 9,490 shares worth $567K. The position accounts for 0.21% of the portfolio, ranked #61.

Lunt Capital Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $844K in Q1 2026. 285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Lunt Capital Management held 9,490 shares of Global X Defense Tech ETF worth $567K as of Q2 2026.
  • Lunt Capital Management sold 2,425 Global X Defense Tech ETF shares in Q2 2026, an estimated $161K.
  • Global X Defense Tech ETF made up 0.21% of Lunt Capital Management's portfolio in Q2 2026, its #61 holding.
  • Lunt Capital Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Lunt Capital Management's Global X Defense Tech ETF position peaked at $844K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.