WealthBridge Capital Management’s Global X Defense Tech ETF SHLD Stock Holding History

WealthBridge Capital 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 Q2	$695K	Sell	11,647 -17,596	-60%	-$1.17M	0.14%	110
2026 Q1	$2.07M	Buy	29,243 +3,611	+14%	+$269K	0.48%	44
2025 Q4	$1.66M	Buy	25,632 +22,331	+676%	+$1.47M	0.38%	57
2025 Q3	$232K	Buy	+3,301	New	+$207K	0.05%	192

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 22.96% 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

WealthBridge Capital Management's SHLD Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Global X Defense Tech ETF (SHLD) stake by 60% in Q2 2026, selling an estimated $1.17M and leaving 11,647 shares worth $695K. The position accounts for 0.14% of the portfolio, ranked #110.

WealthBridge Capital Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.07M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

WealthBridge Capital Management held 11,647 shares of Global X Defense Tech ETF worth $695K as of Q2 2026.
WealthBridge Capital Management sold 17,596 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.17M.
Global X Defense Tech ETF made up 0.14% of WealthBridge Capital Management's portfolio in Q2 2026, its #110 holding.
WealthBridge Capital Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
WealthBridge Capital Management's Global X Defense Tech ETF position peaked at $2.07M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.