Pinnacle Wealth Management Advisory Group’s Global X Defense Tech ETF SHLD Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$299K	Hold	5,000	–	–	0.02%	417
2026 Q1	$354K	Hold	5,000	–	–	0.02%	360
2025 Q4	$324K	Hold	5,000	–	–	0.02%	376
2025 Q3	$351K	Hold	5,000	–	–	0.03%	282
2025 Q2	$301K	Hold	5,000	–	–	0.03%	295
2025 Q1	$233K	Buy	+5,000	New	+$212K	0.02%	315

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group's SHLD Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 5,000 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #417.

Pinnacle Wealth Management Advisory Group first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 5,000 shares of Global X Defense Tech ETF worth $299K as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #417 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Pinnacle Wealth Management Advisory Group's Global X Defense Tech ETF position peaked at $354K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.