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 Q2	–	Sell	-2,179	Closed	-$154K	–	1852
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 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

Twin Peaks Wealth Advisors's SHLD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 2,179 shares — an estimated $154K sold.

Twin Peaks Wealth Advisors first reported a position in SHLD in Q2 2025 and held it in 2 quarters. The position peaked at $154K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2,179 Global X Defense Tech ETF shares in Q2 2026, an estimated $154K.
Twin Peaks Wealth Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Global X Defense Tech ETF position peaked at $154K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.