PWM
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Partners Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Partners Wealth Management’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
-3,010
Closed -$213K – 109
2026
Q1 		$213K Buy
+3,010
New +$224K 0.22% 101
2025
Q4 		– Sell
-2,910
Closed -$204K – 118
2025
Q3 		$204K Buy
+2,910
New +$183K 0.2% 120

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
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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Partners Wealth Management's SHLD Position: Q2 2026 in Review

Partners Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 3,010 shares — an estimated $213K sold.

Partners Wealth Management first reported a position in SHLD in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 166 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Partners Wealth Management reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Partners Wealth Management sold 3,010 Global X Defense Tech ETF shares in Q2 2026, an estimated $213K.
  • Partners Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 2 quarters.
  • Partners Wealth Management's Global X Defense Tech ETF position peaked at $213K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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