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Root Financial Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Root Financial Partners’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 		– Sell
-219
Closed -$15.5K – 2698
2026
Q1 		$15.5K Buy
+219
New +$16.3K ﹤0.01% 1465

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Root Financial Partners's SHLD Position: Q2 2026 in Review

Root Financial Partners sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 219 shares — an estimated $15.5K sold.

Root Financial Partners first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $15.5K in Q1 2026. 275 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Root Financial Partners reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 219 Global X Defense Tech ETF shares in Q2 2026, an estimated $15.5K.
  • Root Financial Partners first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Global X Defense Tech ETF position peaked at $15.5K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.