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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound View Wealth Advisors Group's SHLD Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Global X Defense Tech ETF (SHLD) stake by 29% in Q1 2026, buying an estimated $112K and bringing the position to 6,707 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #274.

Sound View Wealth Advisors Group first reported a position in SHLD in Q4 2024 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Sound View Wealth Advisors Group held 6,707 shares of Global X Defense Tech ETF worth $475K as of Q1 2026.
Sound View Wealth Advisors Group bought 1,507 Global X Defense Tech ETF shares in Q1 2026, an estimated $112K.
Global X Defense Tech ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #274 holding.
Sound View Wealth Advisors Group first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.