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

Prosperity Capital 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 		$21.3M Buy
355,947
+87,989
+33% +$5.86M 1.05% 18
2026
Q1 		$19M Buy
267,958
+101,865
+61% +$7.59M 1.08% 21
2025
Q4 		$10.8M Buy
166,093
+35,598
+27% +$2.34M 0.64% 33
2025
Q3 		$9.17M Buy
+130,495
New +$8.19M 0.53% 41

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
GA
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Prosperity Capital Advisors's SHLD Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Global X Defense Tech ETF (SHLD) stake by 33% in Q2 2026, buying an estimated $5.86M and bringing the position to 355,947 shares worth $21.3M. The position accounts for 1.05% of the portfolio, ranked #18.

Prosperity Capital Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Prosperity Capital Advisors held 355,947 shares of Global X Defense Tech ETF worth $21.3M as of Q2 2026.
  • Prosperity Capital Advisors bought 87,989 Global X Defense Tech ETF shares in Q2 2026, an estimated $5.86M.
  • Global X Defense Tech ETF made up 1.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Prosperity Capital Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.