Tempus Wealth Planning’s Global X Defense Tech ETF SHLD Stock Holding History

Tempus Wealth Planning’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	$1.16M	Buy	19,462 +8,979	+86%	+$598K	0.23%	115
2026 Q1	$743K	Buy	10,483 +6,215	+146%	+$463K	0.17%	147
2025 Q4	$277K	Sell	4,268 -4,137	-49%	-$272K	0.06%	232
2025 Q3	$590K	Buy	8,405 +4,302	+105%	+$270K	0.14%	165
2025 Q2	$247K	Buy	+4,103	New	+$221K	0.06%	232

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

Tempus Wealth Planning's SHLD Position: Q2 2026 in Review

Tempus Wealth Planning increased its Global X Defense Tech ETF (SHLD) stake by 86% in Q2 2026, buying an estimated $598K and bringing the position to 19,462 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #115.

Tempus Wealth Planning first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Tempus Wealth Planning held 19,462 shares of Global X Defense Tech ETF worth $1.16M as of Q2 2026.
Tempus Wealth Planning bought 8,979 Global X Defense Tech ETF shares in Q2 2026, an estimated $598K.
Global X Defense Tech ETF made up 0.23% of Tempus Wealth Planning's portfolio in Q2 2026, its #115 holding.
Tempus Wealth Planning first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.