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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
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

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Maia Wealth's SHLD Position: Q2 2026 in Review

Maia Wealth reduced its Global X Defense Tech ETF (SHLD) stake by 1.6% in Q2 2026, selling an estimated $34.3K and leaving 32,150 shares worth $1.92M. The position accounts for 0.28% of the portfolio, ranked #102.

Maia Wealth first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.31M in Q1 2026. 228 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Maia Wealth held 32,150 shares of Global X Defense Tech ETF worth $1.92M as of Q2 2026.
  • Maia Wealth sold 516 Global X Defense Tech ETF shares in Q2 2026, an estimated $34.3K.
  • Global X Defense Tech ETF made up 0.28% of Maia Wealth's portfolio in Q2 2026, its #102 holding.
  • Maia Wealth first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Maia Wealth's Global X Defense Tech ETF position peaked at $2.31M in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.