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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
Q2 		$346K Buy
5,017
+10
+0.2% +$666 0.09% 118
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 $1.55T 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
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

Sweeney & Michel's SHLD Position: Q2 2026 in Review

Sweeney & Michel increased its Global X Defense Tech ETF (SHLD) stake by 0.2% in Q2 2026, buying an estimated $666 and bringing the position to 5,017 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #118.

Sweeney & Michel first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $373K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Sweeney & Michel held 5,017 shares of Global X Defense Tech ETF worth $346K as of Q2 2026.
  • Sweeney & Michel bought 10 Global X Defense Tech ETF shares in Q2 2026, an estimated $666.
  • Global X Defense Tech ETF made up 0.09% of Sweeney & Michel's portfolio in Q2 2026, its #118 holding.
  • Sweeney & Michel first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Sweeney & Michel's Global X Defense Tech ETF position peaked at $373K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.