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Nikulski Financial’s Global X Defense Tech ETF SHLD Stock Holding History

Nikulski Financial’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 		$3.57M Buy
59,702
+4,795
+9% +$319K 0.77% 40
2026
Q1 		$3.89M Buy
54,907
+14,007
+34% +$1.04M 0.96% 34
2025
Q4 		$2.65M Buy
+40,900
New +$2.69M 0.63% 46

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Nikulski Financial's SHLD Position: Q2 2026 in Review

Nikulski Financial increased its Global X Defense Tech ETF (SHLD) stake by 8.7% in Q2 2026, buying an estimated $319K and bringing the position to 59,702 shares worth $3.57M. The position accounts for 0.77% of the portfolio, ranked #40.

Nikulski Financial first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.89M in Q1 2026. 252 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Nikulski Financial held 59,702 shares of Global X Defense Tech ETF worth $3.57M as of Q2 2026.
  • Nikulski Financial bought 4,795 Global X Defense Tech ETF shares in Q2 2026, an estimated $319K.
  • Global X Defense Tech ETF made up 0.77% of Nikulski Financial's portfolio in Q2 2026, its #40 holding.
  • Nikulski Financial first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • Nikulski Financial's Global X Defense Tech ETF position peaked at $3.89M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.