Pacifica Partners
SHLD icon

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

Pacifica 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 		$21.6K Hold
360
– – 0.01% 234
2026
Q2 		$23K Hold
360
– – 0.01% 241
2026
Q1 		$25.5K Hold
360
– – 0.01% 239
2025
Q4 		$23.9K Hold
360
– – 0.01% 233
2025
Q3 		$25.3K Buy
+360
New +$22.6K 0.01% 250

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Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Pacifica Partners's SHLD Position: Q3 2026 in Review

Pacifica Partners held its Global X Defense Tech ETF (SHLD) position steady in Q3 2026 at 360 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #234.

Pacifica Partners first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $25.5K in Q1 2026. 175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Pacifica Partners held 360 shares of Global X Defense Tech ETF worth $21.6K as of Q3 2026.
  • Pacifica Partners left its Global X Defense Tech ETF share count unchanged in Q3 2026.
  • Global X Defense Tech ETF made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #234 holding.
  • Pacifica Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • Pacifica Partners's Global X Defense Tech ETF position peaked at $25.5K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.