Obermeyer Wealth Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Obermeyer Wealth Partners’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	$302K	Hold	5,057	–	–	0.01%	245
2026 Q1	$358K	Buy	5,057 +14	+0.3%	+$1.04K	0.02%	208
2025 Q4	$327K	Buy	5,043 +888	+21%	+$58.5K	0.01%	227
2025 Q3	$292K	Hold	4,155	–	–	0.01%	237
2025 Q2	$250K	Buy	+4,155	New	+$223K	0.01%	243

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

Obermeyer Wealth Partners's SHLD Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 5,057 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #245.

Obermeyer Wealth Partners first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Obermeyer Wealth Partners held 5,057 shares of Global X Defense Tech ETF worth $302K as of Q2 2026.
Obermeyer Wealth Partners left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #245 holding.
Obermeyer Wealth Partners first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Obermeyer Wealth Partners's Global X Defense Tech ETF position peaked at $358K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.