Portside Wealth Group’s Global X Defense Tech ETF SHLD Stock Holding History

Portside Wealth 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	$474K	Sell	7,942 -502	-6%	-$33.4K	0.06%	313
2026 Q1	$598K	Buy	8,444 +2,024	+32%	+$151K	0.08%	228
2025 Q4	$416K	Buy	6,420 +1,705	+36%	+$112K	0.06%	295
2025 Q3	$331K	Buy	+4,715	New	+$296K	0.05%	352
2025 Q1	–	Sell	-42,560	Closed	-$1.59M	–	448
2024 Q4	$1.59M	Buy	42,560 +4,249	+11%	+$164K	0.26%	88
2024 Q3	$1.43M	Buy	+38,311	New	+$1.36M	0.24%	97

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

Portside Wealth Group's SHLD Position: Q2 2026 in Review

Portside Wealth Group reduced its Global X Defense Tech ETF (SHLD) stake by 5.9% in Q2 2026, selling an estimated $33.4K and leaving 7,942 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #313.

Portside Wealth Group first reported a position in SHLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2024. 169 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Portside Wealth Group held 7,942 shares of Global X Defense Tech ETF worth $474K as of Q2 2026.
Portside Wealth Group sold 502 Global X Defense Tech ETF shares in Q2 2026, an estimated $33.4K.
Global X Defense Tech ETF made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #313 holding.
Portside Wealth Group first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 6 quarters since.
Portside Wealth Group's Global X Defense Tech ETF position peaked at $1.59M in Q4 2024.
169 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.