Valley Wealth Managers’s Global X Defense Tech ETF SHLD Stock Holding History

Valley Wealth Managers’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	$15.6M	Buy	259,995 +16,757	+7%	+$1.07M	0.89%	45
2026 Q2	$14.5M	Buy	243,238 +49,617	+26%	+$3.3M	0.84%	43
2026 Q1	$13.7M	Buy	193,621 +27,529	+17%	+$2.05M	0.88%	46
2025 Q4	$10.8M	Buy	166,092 +11,085	+7%	+$730K	0.69%	49
2025 Q3	$10.9M	Buy	155,007 +56,611	+58%	+$3.55M	0.72%	47
2025 Q2	$5.93M	Sell	98,396 -10,411	-10%	-$560K	0.43%	53
2025 Q1	$5.06M	Buy	+108,807	New	+$4.61M	0.38%	55

Other funds holding SHLD

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

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 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

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

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

Valley Wealth Managers's SHLD Position: Q3 2026 in Review

Valley Wealth Managers increased its Global X Defense Tech ETF (SHLD) stake by 6.9% in Q3 2026, buying an estimated $1.07M and bringing the position to 259,995 shares worth $15.6M. The position accounts for 0.89% of the portfolio, ranked #45.

Valley Wealth Managers first reported a position in SHLD in Q1 2025 and has held it in 7 quarters since. 134 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Valley Wealth Managers held 259,995 shares of Global X Defense Tech ETF worth $15.6M as of Q3 2026.
Valley Wealth Managers bought 16,757 Global X Defense Tech ETF shares in Q3 2026, an estimated $1.07M.
Global X Defense Tech ETF made up 0.89% of Valley Wealth Managers's portfolio in Q3 2026, its #45 holding.
Valley Wealth Managers first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 7 quarters since.
134 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.