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Vertex Planning Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Vertex Planning Partners’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 		$3.79M Buy
53,507
+18,248
+52% +$1.36M 0.74% 28
2025
Q4 		$2.28M Buy
35,259
+355
+1% +$23.4K 0.53% 37
2025
Q3 		$2.45M Buy
+34,904
New +$2.19M 0.47% 44

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

Vertex Planning Partners's SHLD Position: Q1 2026 in Review

Vertex Planning Partners increased its Global X Defense Tech ETF (SHLD) stake by 52% in Q1 2026, buying an estimated $1.36M and bringing the position to 53,507 shares worth $3.79M. The position accounts for 0.74% of the portfolio, ranked #28.

Vertex Planning Partners first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Vertex Planning Partners held 53,507 shares of Global X Defense Tech ETF worth $3.79M as of Q1 2026.
  • Vertex Planning Partners bought 18,248 Global X Defense Tech ETF shares in Q1 2026, an estimated $1.36M.
  • Global X Defense Tech ETF made up 0.74% of Vertex Planning Partners's portfolio in Q1 2026, its #28 holding.
  • Vertex Planning Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.