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Oak Family Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Oak Family 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
-1,000
Closed -$70.8K – 123
2026
Q1 		$70.8K Buy
+1,000
New +$74.5K 0.02% 112

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Oak Family Advisors's SHLD Position: Q2 2026 in Review

Oak Family Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 32% in Q2 2026, selling an estimated $2.57M and leaving 80,541 shares worth $4.81M. The position accounts for 1.23% of the portfolio, ranked #27.

Oak Family Advisors first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.46M in Q3 2025. 230 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Oak Family Advisors held 80,541 shares of Global X Defense Tech ETF worth $4.81M as of Q2 2026.
  • Oak Family Advisors sold 38,618 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.57M.
  • Global X Defense Tech ETF made up 1.23% of Oak Family Advisors's portfolio in Q2 2026, its #27 holding.
  • Oak Family Advisors first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
  • Oak Family Advisors's Global X Defense Tech ETF position peaked at $9.46M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.