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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
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

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

MKT Advisors's SHLD Position: Q2 2026 in Review

MKT Advisors increased its Global X Defense Tech ETF (SHLD) stake by 51% in Q2 2026, buying an estimated $226K and bringing the position to 10,023 shares worth $639K. The position accounts for 0.2% of the portfolio, ranked #60.

MKT Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • MKT Advisors held 10,023 shares of Global X Defense Tech ETF worth $639K as of Q2 2026.
  • MKT Advisors bought 3,395 Global X Defense Tech ETF shares in Q2 2026, an estimated $226K.
  • Global X Defense Tech ETF made up 0.2% of MKT Advisors's portfolio in Q2 2026, its #60 holding.
  • MKT Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.