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Sweeney & Michel’s Global X Defense Tech ETF SHLD Stock Holding History

Sweeney & Michel’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 		$373K Buy
5,007
+1,250
+33% +$93.1K 0.11% 105
2025
Q4 		$268K Buy
3,757
+256
+7% +$16.9K 0.08% 126
2025
Q3 		$238K Buy
+3,501
New +$220K 0.08% 122

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sweeney & Michel's SHLD Position: Q1 2026 in Review

Sweeney & Michel increased its Global X Defense Tech ETF (SHLD) stake by 33% in Q1 2026, buying an estimated $93.1K and bringing the position to 5,007 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #105.

Sweeney & Michel first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Sweeney & Michel held 5,007 shares of Global X Defense Tech ETF worth $373K as of Q1 2026.
  • Sweeney & Michel bought 1,250 Global X Defense Tech ETF shares in Q1 2026, an estimated $93.1K.
  • Global X Defense Tech ETF made up 0.11% of Sweeney & Michel's portfolio in Q1 2026, its #105 holding.
  • Sweeney & Michel first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.