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One Advisory Partners’s Global X Defense Tech ETF SHLD Stock Holding History

One Advisory 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 		$6.66M Buy
111,594
+20,569
+23% +$1.37M 1.81% 16
2026
Q1 		$6.45M Buy
91,025
+24,197
+36% +$1.8M 1.99% 18
2025
Q4 		$4.33M Buy
66,828
+3,469
+5% +$228K 1.31% 22
2025
Q3 		$4.33M Buy
+63,359
New +$3.98M 1.33% 22

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
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
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

One Advisory Partners's SHLD Position: Q2 2026 in Review

One Advisory Partners increased its Global X Defense Tech ETF (SHLD) stake by 23% in Q2 2026, buying an estimated $1.37M and bringing the position to 111,594 shares worth $6.66M. The position accounts for 1.81% of the portfolio, ranked #16.

One Advisory Partners first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • One Advisory Partners held 111,594 shares of Global X Defense Tech ETF worth $6.66M as of Q2 2026.
  • One Advisory Partners bought 20,569 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.37M.
  • Global X Defense Tech ETF made up 1.81% of One Advisory Partners's portfolio in Q2 2026, its #16 holding.
  • One Advisory Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.