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

Straight Path 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
-2,900
Closed -$205K – 144
2026
Q1 		$205K Buy
+2,900
New +$216K 0.05% 124

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Straight Path Wealth Management's SHLD Position: Q2 2026 in Review

Straight Path Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 2,900 shares — an estimated $205K sold.

Straight Path Wealth Management first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Straight Path Wealth Management reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Straight Path Wealth Management sold 2,900 Global X Defense Tech ETF shares in Q2 2026, an estimated $205K.
  • Straight Path Wealth Management first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
  • Straight Path Wealth Management's Global X Defense Tech ETF position peaked at $205K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.