Walker Asset Management’s Global X Defense Tech ETF SHLD Stock Holding History

Walker Asset Management’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	$541K	Buy	8,998 +35	+0.4%	+$2.24K	0.27%	68
2026 Q2	$535K	Buy	8,963 +1,035	+13%	+$68.9K	0.27%	71
2026 Q1	$562K	Buy	7,928 +685	+9%	+$51K	0.3%	64
2025 Q4	$469K	Buy	7,243 +1,223	+20%	+$80.5K	0.25%	70
2025 Q3	$423K	Buy	+6,020	New	+$378K	0.24%	78

Other funds holding SHLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Walker Asset Management's SHLD Position: Q3 2026 in Review

Walker Asset Management increased its Global X Defense Tech ETF (SHLD) stake by 0.39% in Q3 2026, buying an estimated $2.24K and bringing the position to 8,998 shares worth $541K. The position accounts for 0.27% of the portfolio, ranked #68.

Walker Asset Management first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $562K in Q1 2026. 368 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Walker Asset Management held 8,998 shares of Global X Defense Tech ETF worth $541K as of Q3 2026.
Walker Asset Management bought 35 Global X Defense Tech ETF shares in Q3 2026, an estimated $2.24K.
Global X Defense Tech ETF made up 0.27% of Walker Asset Management's portfolio in Q3 2026, its #68 holding.
Walker Asset Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
Walker Asset Management's Global X Defense Tech ETF position peaked at $562K in Q1 2026.
368 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.