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Seamount Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Seamount Financial Group’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
-5,949
Closed -$421K – 145
2026
Q1 		$421K Buy
5,949
+267
+5% +$19.9K 0.19% 97
2025
Q4 		$368K Buy
5,682
+145
+3% +$9.55K 0.17% 100
2025
Q3 		$389K Buy
+5,537
New +$348K 0.18% 98

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Seamount Financial Group's SHLD Position: Q2 2026 in Review

Seamount Financial Group sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 5,949 shares — an estimated $421K sold.

Seamount Financial Group first reported a position in SHLD in Q3 2025 and held it in 3 quarters. The position peaked at $421K in Q1 2026. 184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Seamount Financial Group reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Seamount Financial Group sold 5,949 Global X Defense Tech ETF shares in Q2 2026, an estimated $421K.
  • Seamount Financial Group first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 3 quarters.
  • Seamount Financial Group's Global X Defense Tech ETF position peaked at $421K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.