Prosperity Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Prosperity Financial 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	$2.08M	Buy	34,758 +1,401	+4%	+$93.2K	0.64%	45
2026 Q1	$2.36M	Buy	33,357 +9,793	+42%	+$730K	0.87%	34
2025 Q4	$1.53M	Buy	23,564 +321	+1%	+$21.1K	0.55%	51
2025 Q3	$1.63M	Buy	23,243 +138	+0.6%	+$8.66K	0.6%	50
2025 Q2	$1.39M	Buy	23,105 +64	+0.3%	+$3.44K	0.59%	50
2025 Q1	$1.07M	Buy	23,041 +5,973	+35%	+$253K	0.53%	52
2024 Q4	$639K	Sell	17,068 -129	-0.8%	-$4.99K	0.32%	80
2024 Q3	$640K	Buy	+17,197	New	+$612K	0.36%	74

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

Prosperity Financial Group's SHLD Position: Q2 2026 in Review

Prosperity Financial Group increased its Global X Defense Tech ETF (SHLD) stake by 4.2% in Q2 2026, buying an estimated $93.2K and bringing the position to 34,758 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #45.

Prosperity Financial Group first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Prosperity Financial Group held 34,758 shares of Global X Defense Tech ETF worth $2.08M as of Q2 2026.
Prosperity Financial Group bought 1,401 Global X Defense Tech ETF shares in Q2 2026, an estimated $93.2K.
Global X Defense Tech ETF made up 0.64% of Prosperity Financial Group's portfolio in Q2 2026, its #45 holding.
Prosperity Financial Group first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Financial Group's Global X Defense Tech ETF position peaked at $2.36M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.