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United Advisor Group’s Global X Defense Tech ETF SHLD Stock Holding History

United Advisor Group’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 		$1.36M Buy
22,594
+2,014
+10% +$129K 0.13% 179
2026
Q2 		$1.23M Buy
20,580
+5,584
+37% +$372K 0.13% 181
2026
Q1 		$1.06M Buy
14,996
+1,131
+8% +$84.3K 0.13% 180
2025
Q4 		$898K Buy
+13,865
New +$913K 0.11% 193

Other funds holding SHLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

United Advisor Group's SHLD Position: Q3 2026 in Review

United Advisor Group increased its Global X Defense Tech ETF (SHLD) stake by 9.8% in Q3 2026, buying an estimated $129K and bringing the position to 22,594 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #179.

United Advisor Group first reported a position in SHLD in Q4 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • United Advisor Group held 22,594 shares of Global X Defense Tech ETF worth $1.36M as of Q3 2026.
  • United Advisor Group bought 2,014 Global X Defense Tech ETF shares in Q3 2026, an estimated $129K.
  • Global X Defense Tech ETF made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #179 holding.
  • United Advisor Group first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.