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Sound Income Strategies’s Global X Defense Tech ETF SHLD Stock Holding History

Sound Income Strategies’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 		$268K Buy
4,487
+3,222
+255% +$214K 0.01% 399
2026
Q1 		$93K Buy
1,265
+91
+8% +$6.78K ﹤0.01% 628
2025
Q4 		$91.5K Buy
1,174
+1,078
+1,123% +$71K ﹤0.01% 607
2025
Q3 		$6.73K Buy
+96
New +$6.03K ﹤0.01% 1100

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sound Income Strategies's SHLD Position: Q2 2026 in Review

Sound Income Strategies increased its Global X Defense Tech ETF (SHLD) stake by 255% in Q2 2026, buying an estimated $214K and bringing the position to 4,487 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #399.

Sound Income Strategies first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Sound Income Strategies held 4,487 shares of Global X Defense Tech ETF worth $268K as of Q2 2026.
  • Sound Income Strategies bought 3,222 Global X Defense Tech ETF shares in Q2 2026, an estimated $214K.
  • Global X Defense Tech ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #399 holding.
  • Sound Income Strategies first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.