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Owen LaRue’s Global X Defense Tech ETF SHLD Stock Holding History

Owen LaRue’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 		$1.74M Buy
29,210
+5,861
+25% +$390K 0.61% 47
2026
Q1 		$1.65M Buy
23,349
+2,322
+11% +$173K 0.63% 38
2025
Q4 		$1.36M Sell
21,027
-16,269
-44% -$1.07M 0.52% 49
2025
Q3 		$2.62M Buy
37,296
+22,670
+155% +$1.42M 1.03% 27
2025
Q2 		$881K Sell
14,626
-2,124
-13% -$114K 0.37% 61
2025
Q1 		$780K Buy
+16,750
New +$710K 0.39% 57

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

Owen LaRue's SHLD Position: Q2 2026 in Review

Owen LaRue increased its Global X Defense Tech ETF (SHLD) stake by 25% in Q2 2026, buying an estimated $390K and bringing the position to 29,210 shares worth $1.74M. The position accounts for 0.61% of the portfolio, ranked #47.

Owen LaRue first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q3 2025. 188 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Owen LaRue held 29,210 shares of Global X Defense Tech ETF worth $1.74M as of Q2 2026.
  • Owen LaRue bought 5,861 Global X Defense Tech ETF shares in Q2 2026, an estimated $390K.
  • Global X Defense Tech ETF made up 0.61% of Owen LaRue's portfolio in Q2 2026, its #47 holding.
  • Owen LaRue first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • Owen LaRue's Global X Defense Tech ETF position peaked at $2.62M in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.