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Private Client Services’s Global X Defense Tech ETF SHLD Stock Holding History

Private Client Services’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
Q3 		$229K Buy
+3,804
New +$244K 0.06% 210

Other funds holding SHLD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Private Client Services's SHLD Position: Q3 2026 in Review

Private Client Services opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 3,804 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #210 among its holdings.

12 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Private Client Services held 3,804 shares of Global X Defense Tech ETF worth $229K as of Q3 2026.
  • Global X Defense Tech ETF was a new Private Client Services position in Q3 2026.
  • Global X Defense Tech ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #210 holding.
  • 12 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.