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VisionPoint Advisory Group’s Global X Defense Tech ETF SHLD Stock Holding History

VisionPoint Advisory Group’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 		$1.12M Buy
+18,685
New +$1.24M 0.18% 128

Other funds holding SHLD

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

VisionPoint Advisory Group's SHLD Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 18,685 shares worth $1.12M. The stake represents 0.18% of the portfolio and ranks #128 among its holdings.

98 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • VisionPoint Advisory Group held 18,685 shares of Global X Defense Tech ETF worth $1.12M as of Q2 2026.
  • Global X Defense Tech ETF was a new VisionPoint Advisory Group position in Q2 2026.
  • Global X Defense Tech ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q2 2026, its #128 holding.
  • 98 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.