15 Wealth Advisors LLC’s Global X Defense Tech ETF SHLD Stock Holding History

15 Wealth Advisors LLC’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	$500K	Buy	+8,317	New	+$532K	0.13%	68

Other funds holding SHLD

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

15 Wealth Advisors LLC's SHLD Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 8,317 shares worth $500K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings.

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

15 Wealth Advisors LLC held 8,317 shares of Global X Defense Tech ETF worth $500K as of Q3 2026.
Global X Defense Tech ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
Global X Defense Tech ETF made up 0.13% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #68 holding.
65 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.