SW
SHLD icon

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

Simplicity 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 		$264K Buy
4,421
+1,342
+44% +$89.3K 0.01% 883
2026
Q1 		$218K Sell
3,079
-64
-2% -$4.77K 0.01% 696
2025
Q4 		$204K Buy
+3,143
New +$207K 0.01% 673

Other funds holding SHLD

HIIFS
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
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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

Simplicity Wealth's SHLD Position: Q2 2026 in Review

Simplicity Wealth increased its Global X Defense Tech ETF (SHLD) stake by 44% in Q2 2026, buying an estimated $89.3K and bringing the position to 4,421 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #883.

Simplicity Wealth first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Simplicity Wealth held 4,421 shares of Global X Defense Tech ETF worth $264K as of Q2 2026.
  • Simplicity Wealth bought 1,342 Global X Defense Tech ETF shares in Q2 2026, an estimated $89.3K.
  • Global X Defense Tech ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #883 holding.
  • Simplicity Wealth first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.