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

Optivise 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 		– Sell
-4,631
Closed -$328K – 240
2026
Q1 		$328K Buy
4,631
+24
+0.5% +$1.79K 0.2% 124
2025
Q4 		$298K Buy
+4,607
New +$303K 0.17% 136

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

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

Optivise Advisory Services sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 4,631 shares — an estimated $328K sold.

Optivise Advisory Services first reported a position in SHLD in Q4 2025 and held it in 2 quarters. The position peaked at $328K in Q1 2026. 192 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Optivise Advisory Services reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 4,631 Global X Defense Tech ETF shares in Q2 2026, an estimated $328K.
  • Optivise Advisory Services first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 2 quarters.
  • Optivise Advisory Services's Global X Defense Tech ETF position peaked at $328K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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