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Modern Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Modern Wealth Management’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
2025
Q4 		– Sell
-3,036
Closed -$213K – 886
2025
Q3 		$213K Buy
+3,036
New +$191K ﹤0.01% 752

Other funds holding SHLD

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LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Modern Wealth Management's SHLD Position: Q4 2025 in Review

Modern Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q4 2025, closing a stake of 3,036 shares — an estimated $213K sold.

Modern Wealth Management first reported a position in SHLD in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 495 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

  • Modern Wealth Management reported no remaining Global X Defense Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 3,036 Global X Defense Tech ETF shares in Q4 2025, an estimated $213K.
  • Modern Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's Global X Defense Tech ETF position peaked at $213K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.