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

WCG 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	$711K	Sell	11,911 -15,585	-57%	-$1.04M	0.02%	454
2026 Q1	$1.95M	Buy	27,496 +4,001	+17%	+$298K	0.05%	274
2025 Q4	$1.52M	Buy	23,495 +5,484	+30%	+$361K	0.04%	291
2025 Q3	$1.27M	Buy	+18,011	New	+$1.13M	0.08%	205

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 22.9% 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

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

WCG Wealth Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 57% in Q2 2026, selling an estimated $1.04M and leaving 11,911 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #454.

WCG Wealth Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

WCG Wealth Advisors held 11,911 shares of Global X Defense Tech ETF worth $711K as of Q2 2026.
WCG Wealth Advisors sold 15,585 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.04M.
Global X Defense Tech ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #454 holding.
WCG Wealth Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
WCG Wealth Advisors's Global X Defense Tech ETF position peaked at $1.95M in Q1 2026.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.