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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Visionary Wealth Advisors's SHLD Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 5.7% in Q1 2026, selling an estimated $33.8K and leaving 7,546 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #386.

Visionary Wealth Advisors first reported a position in SHLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $616K in Q1 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Visionary Wealth Advisors held 7,546 shares of Global X Defense Tech ETF worth $535K as of Q1 2026.
Visionary Wealth Advisors sold 454 Global X Defense Tech ETF shares in Q1 2026, an estimated $33.8K.
Global X Defense Tech ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #386 holding.
Visionary Wealth Advisors first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 5 quarters since.
Visionary Wealth Advisors's Global X Defense Tech ETF position peaked at $616K in Q1 2025.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.