Visionary Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Visionary 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	$1.01M	Buy	16,918 +9,372	+124%	+$624K	0.04%	310
2026 Q1	$535K	Sell	7,546 -454	-6%	-$33.8K	0.02%	386
2025 Q4	$518K	Sell	8,000 -127	-2%	-$8.36K	0.02%	380
2025 Q3	$571K	Sell	8,127 -886	-10%	-$55.6K	0.03%	359
2025 Q2	$543K	Sell	9,013 -4,229	-32%	-$227K	0.03%	343
2025 Q1	$616K	Buy	+13,242	New	+$561K	0.04%	316

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

Visionary Wealth Advisors's SHLD Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Global X Defense Tech ETF (SHLD) stake by 124% in Q2 2026, buying an estimated $624K and bringing the position to 16,918 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #310.

Visionary Wealth Advisors first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Visionary Wealth Advisors held 16,918 shares of Global X Defense Tech ETF worth $1.01M as of Q2 2026.
Visionary Wealth Advisors bought 9,372 Global X Defense Tech ETF shares in Q2 2026, an estimated $624K.
Global X Defense Tech ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Visionary Wealth Advisors first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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