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New England Capital Financial Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

New England Capital Financial 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 		– Sell
-25
Closed -$1.77K – 444
2026
Q1 		$1.77K Buy
+25
New +$1.86K ﹤0.01% 360
2025
Q4 		– Sell
-32
Closed -$2.25K – 437
2025
Q3 		$2.25K Sell
32
-100
-76% -$6.28K ﹤0.01% 345
2025
Q2 		$7.95K Buy
+132
New +$7.09K ﹤0.01% 267

Other funds holding SHLD

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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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

New England Capital Financial Advisors's SHLD Position: Q2 2026 in Review

New England Capital Financial Advisors sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 25 shares — an estimated $1.77K sold.

New England Capital Financial Advisors first reported a position in SHLD in Q2 2025 and held it in 3 quarters. The position peaked at $7.95K in Q2 2025. 467 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • New England Capital Financial Advisors reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 25 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.77K.
  • New England Capital Financial Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 3 quarters.
  • New England Capital Financial Advisors's Global X Defense Tech ETF position peaked at $7.95K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.