RDA Financial Network
SHLD icon

RDA Financial Network’s Global X Defense Tech ETF SHLD Stock Holding History

RDA Financial Network’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 		$678K Buy
11,280
+1,669
+17% +$107K 0.15% 127
2026
Q2 		$574K Buy
9,611
+2,799
+41% +$186K 0.13% 144
2026
Q1 		$483K Buy
6,812
+3,568
+110% +$266K 0.12% 158
2025
Q4 		$210K Buy
3,244
+150
+5% +$9.9K 0.05% 254
2025
Q3 		$217K Buy
+3,094
New +$194K 0.05% 247

Other funds holding SHLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

RDA Financial Network's SHLD Position: Q3 2026 in Review

RDA Financial Network increased its Global X Defense Tech ETF (SHLD) stake by 17% in Q3 2026, buying an estimated $107K and bringing the position to 11,280 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #127.

RDA Financial Network first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • RDA Financial Network held 11,280 shares of Global X Defense Tech ETF worth $678K as of Q3 2026.
  • RDA Financial Network bought 1,669 Global X Defense Tech ETF shares in Q3 2026, an estimated $107K.
  • Global X Defense Tech ETF made up 0.15% of RDA Financial Network's portfolio in Q3 2026, its #127 holding.
  • RDA Financial Network first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.