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Patriot Financial Group Insurance Agency’s Global X Defense Tech ETF SHLD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$916K Sell
15,333
-9,275
-38% -$617K 0.09% 238
2026
Q1 		$1.74M Buy
24,608
+17,163
+231% +$1.28M 0.1% 226
2025
Q4 		$482K Buy
7,445
+1,493
+25% +$98.3K 0.06% 298
2025
Q3 		$418K Buy
+5,952
New +$374K 0.05% 321

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SHLD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Global X Defense Tech ETF (SHLD) stake by 38% in Q2 2026, selling an estimated $617K and leaving 15,333 shares worth $916K. The position accounts for 0.09% of the portfolio, ranked #238.

Patriot Financial Group Insurance Agency first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q1 2026. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 15,333 shares of Global X Defense Tech ETF worth $916K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 9,275 Global X Defense Tech ETF shares in Q2 2026, an estimated $617K.
  • Global X Defense Tech ETF made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #238 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Patriot Financial Group Insurance Agency's Global X Defense Tech ETF position peaked at $1.74M in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.