NWF Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

NWF Advisory Services’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	$408K	Sell	6,825 -730	-10%	-$48.6K	0.04%	254
2026 Q1	$535K	Buy	+7,555	New	+$563K	0.06%	202

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NWF Advisory Services's SHLD Position: Q2 2026 in Review

NWF Advisory Services reduced its Global X Defense Tech ETF (SHLD) stake by 9.7% in Q2 2026, selling an estimated $48.6K and leaving 6,825 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #254.

NWF Advisory Services first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $535K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

NWF Advisory Services held 6,825 shares of Global X Defense Tech ETF worth $408K as of Q2 2026.
NWF Advisory Services sold 730 Global X Defense Tech ETF shares in Q2 2026, an estimated $48.6K.
Global X Defense Tech ETF made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #254 holding.
NWF Advisory Services first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
NWF Advisory Services's Global X Defense Tech ETF position peaked at $535K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.