San Luis Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

San Luis Wealth Advisors’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	-49,249	Closed	-$3.49M	–	197
2026 Q1	$3.49M	Buy	+49,249	New	+$3.67M	0.58%	46

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

San Luis Wealth Advisors's SHLD Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 49,249 shares — an estimated $3.49M sold.

San Luis Wealth Advisors first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $3.49M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

San Luis Wealth Advisors reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
San Luis Wealth Advisors sold 49,249 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.49M.
San Luis Wealth Advisors first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
San Luis Wealth Advisors's Global X Defense Tech ETF position peaked at $3.49M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.