Signal Advisors Wealth’s Global X Defense Tech ETF SHLD Stock Holding History

Signal Advisors Wealth’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	$378K	Buy	6,331 +1,500	+31%	+$99.8K	0.02%	474
2026 Q1	$342K	Buy	4,831 +1,510	+45%	+$112K	0.02%	440
2025 Q4	$215K	Buy	3,321 +207	+7%	+$13.6K	0.02%	482
2025 Q3	$219K	Sell	3,114 -5,989	-66%	-$376K	0.02%	427
2025 Q2	$548K	Buy	9,103 +2,853	+46%	+$153K	0.04%	285
2025 Q1	$291K	Buy	+6,250	New	+$265K	0.03%	374

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

Signal Advisors Wealth's SHLD Position: Q2 2026 in Review

Signal Advisors Wealth increased its Global X Defense Tech ETF (SHLD) stake by 31% in Q2 2026, buying an estimated $99.8K and bringing the position to 6,331 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #474.

Signal Advisors Wealth first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q2 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Signal Advisors Wealth held 6,331 shares of Global X Defense Tech ETF worth $378K as of Q2 2026.
Signal Advisors Wealth bought 1,500 Global X Defense Tech ETF shares in Q2 2026, an estimated $99.8K.
Global X Defense Tech ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #474 holding.
Signal Advisors Wealth first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Signal Advisors Wealth's Global X Defense Tech ETF position peaked at $548K in Q2 2025.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.