Wealth Enhancement Advisory Services
SHLD icon

Wealth Enhancement Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.41M Buy
23,015
+12,563
+120% +$836K ﹤0.01% 1833
2026
Q1 		$773K Sell
10,452
-3,002
-22% -$224K ﹤0.01% 1983
2025
Q4 		$957K Buy
13,454
+6,236
+86% +$411K ﹤0.01% 1993
2025
Q3 		$509K Buy
7,218
+3,282
+83% +$206K ﹤0.01% 2352
2025
Q2 		$233K Buy
+3,936
New +$212K ﹤0.01% 2867
2025
Q1 		– Sell
-16,563
Closed -$620K – 3140
2024
Q4 		$620K Sell
16,563
-116
-0.7% -$4.48K ﹤0.01% 1830
2024
Q3 		$621K Buy
+16,679
New +$593K ﹤0.01% 1669

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Global X Defense Tech ETF (SHLD) stake by 120% in Q2 2026, buying an estimated $836K and bringing the position to 23,015 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Wealth Enhancement Advisory Services first reported a position in SHLD in Q3 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,015 shares of Global X Defense Tech ETF worth $1.41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 12,563 Global X Defense Tech ETF shares in Q2 2026, an estimated $836K.
  • Global X Defense Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1833 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 7 quarters since.
  • 154 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.