Next Level Wealth Planning’s Global X Defense Tech ETF SHLD Stock Holding History

Next Level Wealth Planning’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	$2.04K	Buy	+34	New	+$2.18K	﹤0.01%	461

Other funds holding SHLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Next Level Wealth Planning's SHLD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 34 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings.

350 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Next Level Wealth Planning held 34 shares of Global X Defense Tech ETF worth $2.04K as of Q3 2026.
Global X Defense Tech ETF was a new Next Level Wealth Planning position in Q3 2026.
Global X Defense Tech ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #461 holding.
350 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.