Root Financial Partners
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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
Q3 		$6.01K Buy
+100
New +$6.4K ﹤0.01% 2153
2026
Q2 		– Sell
-219
Closed -$15.5K – 2698
2026
Q1 		$15.5K Buy
+219
New +$16.3K ﹤0.01% 1465

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Root Financial Partners's SHLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 100 shares worth $6.01K. The stake represents ﹤0.01% of the portfolio and ranks #2153 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHLD as recently as Q1 2026.

Root Financial Partners first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.5K in Q1 2026. 350 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Root Financial Partners held 100 shares of Global X Defense Tech ETF worth $6.01K as of Q3 2026.
  • Global X Defense Tech ETF was a new Root Financial Partners position in Q3 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2153 holding.
  • Root Financial Partners first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Global X Defense Tech ETF position peaked at $15.5K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.