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

Merkkuri 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
Q2 		$968K Buy
16,205
+4,764
+42% +$317K 0.6% 41
2026
Q1 		$810K Buy
11,441
+3,919
+52% +$292K 0.54% 49
2025
Q4 		$487K Sell
7,522
-728
-9% -$47.9K 0.33% 57
2025
Q3 		$579K Buy
+8,250
New +$518K 0.42% 48

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Merkkuri Wealth Advisors's SHLD Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its Global X Defense Tech ETF (SHLD) stake by 42% in Q2 2026, buying an estimated $317K and bringing the position to 16,205 shares worth $968K. The position accounts for 0.6% of the portfolio, ranked #41.

Merkkuri Wealth Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Merkkuri Wealth Advisors held 16,205 shares of Global X Defense Tech ETF worth $968K as of Q2 2026.
  • Merkkuri Wealth Advisors bought 4,764 Global X Defense Tech ETF shares in Q2 2026, an estimated $317K.
  • Global X Defense Tech ETF made up 0.6% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Merkkuri Wealth Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.