Traphagen Investment Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Traphagen Investment Advisors’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 Q3	$240K	Buy	+4,003	New	+$256K	0.02%	190

Other funds holding SHLD

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Traphagen Investment Advisors's SHLD Position: Q3 2026 in Review

Traphagen Investment Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2026: 4,003 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

64 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Traphagen Investment Advisors held 4,003 shares of Global X Defense Tech ETF worth $240K as of Q3 2026.
Global X Defense Tech ETF was a new Traphagen Investment Advisors position in Q3 2026.
Global X Defense Tech ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q3 2026, its #190 holding.
64 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.