Schwallier Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Schwallier Wealth Management’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	$2.86M	Buy	+47,890	New	+$3.19M	1.81%	18

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

Schwallier Wealth Management's SHLD Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 47,890 shares worth $2.86M. The stake represents 1.81% of the portfolio and ranks #18 among its holdings.

606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Schwallier Wealth Management held 47,890 shares of Global X Defense Tech ETF worth $2.86M as of Q2 2026.
Global X Defense Tech ETF was a new Schwallier Wealth Management position in Q2 2026.
Global X Defense Tech ETF made up 1.81% of Schwallier Wealth Management's portfolio in Q2 2026, its #18 holding.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.