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

TCFG 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 		$458K Buy
6,464
+83
+1% +$6.18K 0.17% 138
2025
Q4 		$413K Sell
6,381
-2,006
-24% -$132K 0.16% 156
2025
Q3 		$589K Buy
+8,387
New +$526K 0.23% 109

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TCFG Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 1.3% in Q1 2026, buying an estimated $6.18K and bringing the position to 6,464 shares worth $458K. The position accounts for 0.17% of the portfolio, ranked #138.

TCFG Wealth Management first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $589K in Q3 2025. 612 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • TCFG Wealth Management held 6,464 shares of Global X Defense Tech ETF worth $458K as of Q1 2026.
  • TCFG Wealth Management bought 83 Global X Defense Tech ETF shares in Q1 2026, an estimated $6.18K.
  • Global X Defense Tech ETF made up 0.17% of TCFG Wealth Management's portfolio in Q1 2026, its #138 holding.
  • TCFG Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • TCFG Wealth Management's Global X Defense Tech ETF position peaked at $589K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.