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PFG Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

PFG 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 		$2.53M Buy
42,455
+10,634
+33% +$708K 0.13% 201
2026
Q1 		$2.25M Buy
31,821
+689
+2% +$51.3K 0.11% 220
2025
Q4 		$2.02M Buy
31,132
+5,957
+24% +$392K 0.1% 244
2025
Q3 		$1.77M Buy
+25,175
New +$1.58M 0.07% 288

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFG Advisors's SHLD Position: Q2 2026 in Review

PFG Advisors increased its Global X Defense Tech ETF (SHLD) stake by 33% in Q2 2026, buying an estimated $708K and bringing the position to 42,455 shares worth $2.53M. The position accounts for 0.13% of the portfolio, ranked #201.

PFG Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • PFG Advisors held 42,455 shares of Global X Defense Tech ETF worth $2.53M as of Q2 2026.
  • PFG Advisors bought 10,634 Global X Defense Tech ETF shares in Q2 2026, an estimated $708K.
  • Global X Defense Tech ETF made up 0.13% of PFG Advisors's portfolio in Q2 2026, its #201 holding.
  • PFG Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.