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Twin Peaks Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Twin Peaks Wealth 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
Q1 		$154K Buy
+2,179
New +$162K 0.04% 224
2025
Q3 		– Sell
-43
Closed -$2.67K – 1769
2025
Q2 		$2.67K Buy
+43
New +$2.31K ﹤0.01% 1539

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Twin Peaks Wealth Advisors's SHLD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 2,179 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #224 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SHLD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SHLD in Q2 2025 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,179 shares of Global X Defense Tech ETF worth $154K as of Q1 2026.
  • Global X Defense Tech ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Global X Defense Tech ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #224 holding.
  • Twin Peaks Wealth Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.