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

Medallion Wealth 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 Q1	$8.5K	Buy	+120	New	+$8.94K	﹤0.01%	785

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's SHLD Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 120 shares worth $8.5K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Medallion Wealth Advisors held 120 shares of Global X Defense Tech ETF worth $8.5K as of Q1 2026.
Global X Defense Tech ETF was a new Medallion Wealth Advisors position in Q1 2026.
Global X Defense Tech ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #785 holding.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.