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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
Q3 		$274K Buy
4,635
+148
+3% +$9.47K 0.01% 393
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

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Sound Income Strategies's SHLD Position: Q3 2026 in Review

Sound Income Strategies increased its Global X Defense Tech ETF (SHLD) stake by 3.3% in Q3 2026, buying an estimated $9.47K and bringing the position to 4,635 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #393.

Sound Income Strategies first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Sound Income Strategies held 4,635 shares of Global X Defense Tech ETF worth $274K as of Q3 2026.
  • Sound Income Strategies bought 148 Global X Defense Tech ETF shares in Q3 2026, an estimated $9.47K.
  • Global X Defense Tech ETF made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #393 holding.
  • Sound Income Strategies first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.