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

Segment 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 		– Sell
-65,325
Closed -$4.63M – 318
2026
Q1 		$4.63M Buy
+65,325
New +$4.87M 0.27% 77

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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

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

Segment Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 65,325 shares — an estimated $4.63M sold.

Segment Wealth Management first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $4.63M in Q1 2026. 133 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Segment Wealth Management reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Segment Wealth Management sold 65,325 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.63M.
  • Segment Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
  • Segment Wealth Management's Global X Defense Tech ETF position peaked at $4.63M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.