Quest 10 Wealth Builders’s Global X Defense Tech ETF SHLD Stock Holding History

Quest 10 Wealth Builders’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	$31.3K	Sell	521 -295	-36%	-$18.9K	0.02%	304
2026 Q2	$48.7K	Buy	816 +222	+37%	+$14.8K	0.04%	215
2026 Q1	$42.1K	Buy	594 +174	+41%	+$13K	0.04%	228
2025 Q4	$27.2K	Buy	420 +74	+21%	+$4.87K	0.02%	274
2025 Q3	$24.3K	Buy	+346	New	+$21.7K	0.02%	257

Other funds holding SHLD

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

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

Quest 10 Wealth Builders's SHLD Position: Q3 2026 in Review

Quest 10 Wealth Builders reduced its Global X Defense Tech ETF (SHLD) stake by 36% in Q3 2026, selling an estimated $18.9K and leaving 521 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #304.

Quest 10 Wealth Builders first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $48.7K in Q2 2026. 252 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Quest 10 Wealth Builders held 521 shares of Global X Defense Tech ETF worth $31.3K as of Q3 2026.
Quest 10 Wealth Builders sold 295 Global X Defense Tech ETF shares in Q3 2026, an estimated $18.9K.
Global X Defense Tech ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #304 holding.
Quest 10 Wealth Builders first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
Quest 10 Wealth Builders's Global X Defense Tech ETF position peaked at $48.7K in Q2 2026.
252 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.