Maia Wealth
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Maia Wealth’s Global X Defense Tech ETF SHLD Stock Holding History

Maia 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 		$2.39M Buy
39,783
+7,633
+24% +$489K 0.33% 87
2026
Q2 		$1.92M Sell
32,150
-516
-2% -$34.3K 0.28% 102
2026
Q1 		$2.31M Buy
32,666
+3,129
+11% +$233K 0.39% 76
2025
Q4 		$2.1M Sell
29,537
-3,780
-11% -$249K 0.36% 80
2025
Q3 		$2.23M Buy
+33,317
New +$2.09M 0.38% 74

Other funds holding SHLD

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Maia Wealth's SHLD Position: Q3 2026 in Review

Maia Wealth increased its Global X Defense Tech ETF (SHLD) stake by 24% in Q3 2026, buying an estimated $489K and bringing the position to 39,783 shares worth $2.39M. The position accounts for 0.33% of the portfolio, ranked #87.

Maia Wealth first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Maia Wealth held 39,783 shares of Global X Defense Tech ETF worth $2.39M as of Q3 2026.
  • Maia Wealth bought 7,633 Global X Defense Tech ETF shares in Q3 2026, an estimated $489K.
  • Global X Defense Tech ETF made up 0.33% of Maia Wealth's portfolio in Q3 2026, its #87 holding.
  • Maia Wealth first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.