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

Steelhead Wealth Management’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	$2.98M	Buy	+42,006	New	+$3.13M	1.51%	15

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 $20.6B AUM 59.59% 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 $424B AUM 22.94% 1-Year Est. Return

Steelhead Wealth Management's SHLD Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 42,006 shares worth $2.98M. The stake represents 1.51% of the portfolio and ranks #15 among its holdings.

609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Steelhead Wealth Management held 42,006 shares of Global X Defense Tech ETF worth $2.98M as of Q1 2026.
Global X Defense Tech ETF was a new Steelhead Wealth Management position in Q1 2026.
Global X Defense Tech ETF made up 1.51% of Steelhead Wealth Management's portfolio in Q1 2026, its #15 holding.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.