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

SeaCrest 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	$413K	Buy	6,917 +816	+13%	+$54.3K	0.05%	337
2026 Q1	$432K	Buy	6,101 +1,226	+25%	+$91.3K	0.05%	364
2025 Q4	$346K	Buy	4,875 +266	+6%	+$17.5K	0.04%	426
2025 Q3	$330K	Buy	4,609 +246	+6%	+$15.4K	0.03%	438
2025 Q2	$263K	Buy	+4,363	New	+$234K	0.03%	491

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

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

SeaCrest Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 13% in Q2 2026, buying an estimated $54.3K and bringing the position to 6,917 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #337.

SeaCrest Wealth Management first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $432K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

SeaCrest Wealth Management held 6,917 shares of Global X Defense Tech ETF worth $413K as of Q2 2026.
SeaCrest Wealth Management bought 816 Global X Defense Tech ETF shares in Q2 2026, an estimated $54.3K.
Global X Defense Tech ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #337 holding.
SeaCrest Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
SeaCrest Wealth Management's Global X Defense Tech ETF position peaked at $432K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.