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Pacific Excel Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Pacific Excel Wealth Advisors’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
-6,336
Closed -$449K – 301
2026
Q1 		$449K Buy
+6,336
New +$472K 0.47% 73

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Pacific Excel Wealth Advisors's SHLD Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 6,336 shares — an estimated $449K sold.

Pacific Excel Wealth Advisors first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $449K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 6,336 Global X Defense Tech ETF shares in Q2 2026, an estimated $449K.
  • Pacific Excel Wealth Advisors first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's Global X Defense Tech ETF position peaked at $449K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.