Sharkey, Howes & Javer’s Global X Defense Tech ETF SHLD Stock Holding History

Sharkey, Howes & Javer’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	$6.75M	Buy	113,048 +9,946	+10%	+$662K	0.81%	27
2026 Q1	$7.3M	Buy	103,102 +9,742	+10%	+$726K	0.98%	26
2025 Q4	$6.05M	Buy	93,360 +3,223	+4%	+$212K	0.77%	27
2025 Q3	$6.33M	Sell	90,137 -2,437	-3%	-$153K	0.81%	25
2025 Q2	$5.58M	Buy	92,574 +3,942	+4%	+$212K	0.75%	29
2025 Q1	$4.13M	Sell	88,632 -2,019	-2%	-$85.5K	0.59%	35
2024 Q4	$3.39M	Buy	90,651 +2,465	+3%	+$95.2K	0.48%	38
2024 Q3	$3.28M	Buy	88,186 +11,474	+15%	+$408K	0.47%	37
2024 Q2	$2.54M	Buy	76,712 +46,137	+151%	+$1.53M	0.41%	44
2024 Q1	$1.01M	Buy	+30,575	New	+$919K	0.17%	66

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Sharkey, Howes & Javer's SHLD Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Global X Defense Tech ETF (SHLD) stake by 9.6% in Q2 2026, buying an estimated $662K and bringing the position to 113,048 shares worth $6.75M. The position accounts for 0.81% of the portfolio, ranked #27.

Sharkey, Howes & Javer first reported a position in SHLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.3M in Q1 2026. 168 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Sharkey, Howes & Javer held 113,048 shares of Global X Defense Tech ETF worth $6.75M as of Q2 2026.
Sharkey, Howes & Javer bought 9,946 Global X Defense Tech ETF shares in Q2 2026, an estimated $662K.
Global X Defense Tech ETF made up 0.81% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #27 holding.
Sharkey, Howes & Javer first reported a position in Global X Defense Tech ETF in Q1 2024 and has held it in 10 quarters since.
Sharkey, Howes & Javer's Global X Defense Tech ETF position peaked at $7.3M in Q1 2026.
168 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.