VisionPoint Advisory Group
SHLD icon

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
Q3 		$1.26M Buy
21,052
+2,367
+13% +$152K 0.2% 115
2026
Q2 		$1.12M Buy
+18,685
New +$1.24M 0.18% 128

Other funds holding SHLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

VisionPoint Advisory Group's SHLD Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Global X Defense Tech ETF (SHLD) stake by 13% in Q3 2026, buying an estimated $152K and bringing the position to 21,052 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #115.

VisionPoint Advisory Group first reported a position in SHLD in Q2 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • VisionPoint Advisory Group held 21,052 shares of Global X Defense Tech ETF worth $1.26M as of Q3 2026.
  • VisionPoint Advisory Group bought 2,367 Global X Defense Tech ETF shares in Q3 2026, an estimated $152K.
  • Global X Defense Tech ETF made up 0.2% of VisionPoint Advisory Group's portfolio in Q3 2026, its #115 holding.
  • VisionPoint Advisory Group first reported a position in Global X Defense Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.