WFS
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WealthGarden F.S.’s Global X Defense Tech ETF SHLD Stock Holding History

WealthGarden F.S.’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 		$1.56M Buy
26,087
+9,823
+60% +$654K 0.88% 28
2026
Q1 		$1.15M Buy
16,264
+5,574
+52% +$415K 0.79% 40
2025
Q4 		$814K Buy
10,690
+1,037
+11% +$68.3K 0.54% 59
2025
Q3 		$648K Buy
+9,653
New +$606K 0.46% 73

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

WealthGarden F.S.'s SHLD Position: Q2 2026 in Review

WealthGarden F.S. increased its Global X Defense Tech ETF (SHLD) stake by 60% in Q2 2026, buying an estimated $654K and bringing the position to 26,087 shares worth $1.56M. The position accounts for 0.88% of the portfolio, ranked #28.

WealthGarden F.S. first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • WealthGarden F.S. held 26,087 shares of Global X Defense Tech ETF worth $1.56M as of Q2 2026.
  • WealthGarden F.S. bought 9,823 Global X Defense Tech ETF shares in Q2 2026, an estimated $654K.
  • Global X Defense Tech ETF made up 0.88% of WealthGarden F.S.'s portfolio in Q2 2026, its #28 holding.
  • WealthGarden F.S. first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.