Prosperity Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$908K	Buy	14,010 +384	+3%	+$25.3K	0.3%	78
2025 Q3	$957K	Buy	13,626 +2,984	+28%	+$187K	0.32%	67
2025 Q2	$641K	Buy	10,642 +2,174	+26%	+$117K	0.24%	98
2025 Q1	$394K	Buy	8,468 +1,647	+24%	+$69.8K	0.19%	117
2024 Q4	$255K	Sell	6,821 -33	-0.5%	-$1.27K	0.11%	169
2024 Q3	$255K	Hold	6,854	–	–	0.1%	154
2024 Q2	$227K	Buy	+6,854	New	+$228K	0.11%	155

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prosperity Wealth Management's SHLD Position: Q4 2025 in Review

Prosperity Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 2.8% in Q4 2025, buying an estimated $25.3K and bringing the position to 14,010 shares worth $908K. The position accounts for 0.3% of the portfolio, ranked #78.

Prosperity Wealth Management first reported a position in SHLD in Q2 2024 and has held it in 7 quarters since. The position peaked at $957K in Q3 2025. 492 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

Prosperity Wealth Management held 14,010 shares of Global X Defense Tech ETF worth $908K as of Q4 2025.
Prosperity Wealth Management bought 384 Global X Defense Tech ETF shares in Q4 2025, an estimated $25.3K.
Global X Defense Tech ETF made up 0.3% of Prosperity Wealth Management's portfolio in Q4 2025, its #78 holding.
Prosperity Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 7 quarters since.
Prosperity Wealth Management's Global X Defense Tech ETF position peaked at $957K in Q3 2025.
492 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.