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

StoneCrest 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 Q2	–	Sell	-84,316	Closed	-$5.97M	–	78
2026 Q1	$5.97M	Buy	84,316 +1,818	+2%	+$135K	2.53%	12
2025 Q4	$5.35M	Buy	82,498 +5,842	+8%	+$385K	2.16%	18
2025 Q3	$5.38M	Buy	76,656 +2,011	+3%	+$126K	2.36%	15
2025 Q2	$4.5M	Buy	+74,645	New	+$4.01M	2.14%	18

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

StoneCrest Wealth Management's SHLD Position: Q2 2026 in Review

StoneCrest Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 84,316 shares — an estimated $5.97M sold.

StoneCrest Wealth Management first reported a position in SHLD in Q2 2025 and held it in 4 quarters. The position peaked at $5.97M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

StoneCrest Wealth Management reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
StoneCrest Wealth Management sold 84,316 Global X Defense Tech ETF shares in Q2 2026, an estimated $5.97M.
StoneCrest Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 4 quarters.
StoneCrest Wealth Management's Global X Defense Tech ETF position peaked at $5.97M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.