Obermeyer Wealth Partners
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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
Q3 		– Sell
-5,057
Closed -$302K – 311
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

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Obermeyer Wealth Partners's SHLD Position: Q3 2026 in Review

Obermeyer Wealth Partners sold out of Global X Defense Tech ETF (SHLD) in Q3 2026, closing a stake of 5,057 shares — an estimated $302K sold.

Obermeyer Wealth Partners first reported a position in SHLD in Q2 2025 and held it in 5 quarters. The position peaked at $358K in Q1 2026. 536 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Obermeyer Wealth Partners reported no remaining Global X Defense Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,057 Global X Defense Tech ETF shares in Q3 2026, an estimated $302K.
  • Obermeyer Wealth Partners first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 5 quarters.
  • Obermeyer Wealth Partners's Global X Defense Tech ETF position peaked at $358K in Q1 2026.
  • 536 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.