WealthPLAN Partners’s Global X Defense Tech ETF SHLD Stock Holding History

WealthPLAN Partners’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	$1.08M	Buy	18,039 +2,555	+17%	+$170K	0.21%	97
2026 Q1	$1.1M	Buy	15,484 +6,283	+68%	+$468K	0.21%	111
2025 Q4	$596K	Buy	9,201 +850	+10%	+$56K	0.09%	165
2025 Q3	$587K	Buy	+8,351	New	+$524K	0.09%	161

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

WealthPLAN Partners's SHLD Position: Q2 2026 in Review

WealthPLAN Partners increased its Global X Defense Tech ETF (SHLD) stake by 17% in Q2 2026, buying an estimated $170K and bringing the position to 18,039 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #97.

WealthPLAN Partners first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

WealthPLAN Partners held 18,039 shares of Global X Defense Tech ETF worth $1.08M as of Q2 2026.
WealthPLAN Partners bought 2,555 Global X Defense Tech ETF shares in Q2 2026, an estimated $170K.
Global X Defense Tech ETF made up 0.21% of WealthPLAN Partners's portfolio in Q2 2026, its #97 holding.
WealthPLAN Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
WealthPLAN Partners's Global X Defense Tech ETF position peaked at $1.1M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.