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Signature Estate & Investment Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Signature Estate & Investment Advisors’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 		$414K Buy
6,940
+1,890
+37% +$126K 0.01% 476
2026
Q1 		$358K Buy
+5,050
New +$376K 0.01% 499

Other funds holding SHLD

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Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Signature Estate & Investment Advisors's SHLD Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Global X Defense Tech ETF (SHLD) stake by 37% in Q2 2026, buying an estimated $126K and bringing the position to 6,940 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #476.

Signature Estate & Investment Advisors first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,940 shares of Global X Defense Tech ETF worth $414K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 1,890 Global X Defense Tech ETF shares in Q2 2026, an estimated $126K.
  • Global X Defense Tech ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #476 holding.
  • Signature Estate & Investment Advisors first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.