Vision Financial Markets’s Global X Defense Tech ETF SHLD Stock Holding History

Vision Financial Markets’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	$3.09K	Hold	51	–	–	﹤0.01%	311
2026 Q1	$3.58K	Sell	51 -50	-50%	-$3.73K	﹤0.01%	300
2025 Q4	$6.49K	Hold	101	–	–	0.01%	254
2025 Q3	$7.04K	Buy	101 +1	+1%	+$63	0.01%	270
2025 Q2	$6.03K	Buy	+100	New	+$5.37K	0.01%	262

Other funds holding SHLD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Vision Financial Markets's SHLD Position: Q2 2026 in Review

Vision Financial Markets held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 51 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Vision Financial Markets first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.04K in Q3 2025. 252 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Vision Financial Markets held 51 shares of Global X Defense Tech ETF worth $3.09K as of Q2 2026.
Vision Financial Markets left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #311 holding.
Vision Financial Markets first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Vision Financial Markets's Global X Defense Tech ETF position peaked at $7.04K in Q3 2025.
252 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.