MKT Advisors
SHLD icon

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

MKT 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
Q3 		$521K Sell
8,803
-1,220
-12% -$78.1K 0.17% 69
2026
Q2 		$639K Buy
10,023
+3,395
+51% +$226K 0.2% 60
2026
Q1 		$490K Buy
6,628
+708
+12% +$52.7K 0.16% 77
2025
Q4 		$414K Buy
5,920
+705
+14% +$46.4K 0.14% 98
2025
Q3 		$366K Buy
+5,215
New +$327K 0.14% 104

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Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

MKT Advisors's SHLD Position: Q3 2026 in Review

MKT Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 12% in Q3 2026, selling an estimated $78.1K and leaving 8,803 shares worth $521K. The position accounts for 0.17% of the portfolio, ranked #69.

MKT Advisors first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $639K in Q2 2026. 408 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • MKT Advisors held 8,803 shares of Global X Defense Tech ETF worth $521K as of Q3 2026.
  • MKT Advisors sold 1,220 Global X Defense Tech ETF shares in Q3 2026, an estimated $78.1K.
  • Global X Defense Tech ETF made up 0.17% of MKT Advisors's portfolio in Q3 2026, its #69 holding.
  • MKT Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • MKT Advisors's Global X Defense Tech ETF position peaked at $639K in Q2 2026.
  • 408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.