Sound View Wealth Advisors Group’s Global X Defense Tech ETF SHLD Stock Holding History

Sound View Wealth Advisors Group’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	$219K	Sell	3,662 -3,045	-45%	-$203K	0.01%	413
2026 Q1	$475K	Buy	6,707 +1,507	+29%	+$112K	0.03%	274
2025 Q4	$337K	Hold	5,200	–	–	0.02%	338
2025 Q3	$365K	Buy	5,200 +400	+8%	+$25.1K	0.03%	322
2025 Q2	$289K	Buy	+4,800	New	+$258K	0.02%	353
2025 Q1	–	Sell	-5,400	Closed	-$202K	–	426
2024 Q4	$202K	Buy	+5,400	New	+$209K	0.02%	404

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

Sound View Wealth Advisors Group's SHLD Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Global X Defense Tech ETF (SHLD) stake by 45% in Q2 2026, selling an estimated $203K and leaving 3,662 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #413.

Sound View Wealth Advisors Group first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $475K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Sound View Wealth Advisors Group held 3,662 shares of Global X Defense Tech ETF worth $219K as of Q2 2026.
Sound View Wealth Advisors Group sold 3,045 Global X Defense Tech ETF shares in Q2 2026, an estimated $203K.
Global X Defense Tech ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #413 holding.
Sound View Wealth Advisors Group first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
Sound View Wealth Advisors Group's Global X Defense Tech ETF position peaked at $475K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.