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

Scissortail 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	$3M	Buy	50,176 +14,021	+39%	+$933K	0.58%	48
2026 Q1	$2.56M	Buy	36,155 +6,502	+22%	+$484K	0.51%	52
2025 Q4	$1.92M	Buy	29,653 +401	+1%	+$26.4K	0.44%	51
2025 Q3	$2.05M	Buy	+29,252	New	+$1.84M	0.45%	52

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

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

Scissortail Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 39% in Q2 2026, buying an estimated $933K and bringing the position to 50,176 shares worth $3M. The position accounts for 0.58% of the portfolio, ranked #48.

Scissortail Wealth Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Scissortail Wealth Management held 50,176 shares of Global X Defense Tech ETF worth $3M as of Q2 2026.
Scissortail Wealth Management bought 14,021 Global X Defense Tech ETF shares in Q2 2026, an estimated $933K.
Global X Defense Tech ETF made up 0.58% of Scissortail Wealth Management's portfolio in Q2 2026, its #48 holding.
Scissortail Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.