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

National Wealth Management Group’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	–	Sell	-22,554	Closed	-$1.6M	–	241
2026 Q1	$1.6M	Buy	22,554 +4,426	+24%	+$330K	0.6%	43
2025 Q4	$1.17M	Buy	18,128 +2,571	+17%	+$169K	0.41%	50
2025 Q3	$1.09M	Buy	15,557 +4,119	+36%	+$259K	0.41%	48
2025 Q2	$689K	Buy	11,438 +3,524	+45%	+$189K	0.39%	58
2025 Q1	$368K	Buy	7,914 +2,349	+42%	+$99.5K	0.24%	99
2024 Q4	$208K	Buy	+5,565	New	+$215K	0.14%	137

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

National Wealth Management Group's SHLD Position: Q2 2026 in Review

National Wealth Management Group sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 22,554 shares — an estimated $1.6M sold.

National Wealth Management Group first reported a position in SHLD in Q4 2024 and held it in 6 quarters. The position peaked at $1.6M in Q1 2026. 148 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

National Wealth Management Group reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
National Wealth Management Group sold 22,554 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.6M.
National Wealth Management Group first reported a position in Global X Defense Tech ETF in Q4 2024 and held it in 6 quarters.
National Wealth Management Group's Global X Defense Tech ETF position peaked at $1.6M in Q1 2026.
148 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.