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

Tradition 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	$2.48M	Buy	41,598 +4,915	+13%	+$327K	0.15%	136
2026 Q1	$2.6M	Buy	36,683 +15,651	+74%	+$1.17M	0.18%	115
2025 Q4	$1.36M	Buy	21,032 +2,151	+11%	+$142K	0.1%	170
2025 Q3	$1.33M	Buy	+18,881	New	+$1.19M	0.1%	162

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

Tradition Wealth Management's SHLD Position: Q2 2026 in Review

Tradition Wealth Management increased its Global X Defense Tech ETF (SHLD) stake by 13% in Q2 2026, buying an estimated $327K and bringing the position to 41,598 shares worth $2.48M. The position accounts for 0.15% of the portfolio, ranked #136.

Tradition Wealth Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Tradition Wealth Management held 41,598 shares of Global X Defense Tech ETF worth $2.48M as of Q2 2026.
Tradition Wealth Management bought 4,915 Global X Defense Tech ETF shares in Q2 2026, an estimated $327K.
Global X Defense Tech ETF made up 0.15% of Tradition Wealth Management's portfolio in Q2 2026, its #136 holding.
Tradition Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
Tradition Wealth Management's Global X Defense Tech ETF position peaked at $2.6M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.