Wealthspire Advisors (New York)’s Global X Defense Tech ETF SHLD Stock Holding History

Wealthspire Advisors (New York)’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	$218K	Sell	3,657 -4,266	-54%	-$284K	﹤0.01%	1137
2026 Q1	$561K	Sell	7,923 -3,242	-29%	-$242K	﹤0.01%	541
2025 Q4	$723K	Sell	11,165 -528	-5%	-$34.8K	0.01%	509
2025 Q3	$821K	Buy	11,693 +808	+7%	+$50.7K	﹤0.01%	429
2025 Q2	$656K	Buy	10,885 +3,387	+45%	+$182K	﹤0.01%	473
2025 Q1	$349K	Buy	+7,498	New	+$318K	﹤0.01%	603

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

Wealthspire Advisors (New York)'s SHLD Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Global X Defense Tech ETF (SHLD) stake by 54% in Q2 2026, selling an estimated $284K and leaving 3,657 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Wealthspire Advisors (New York) first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $821K in Q3 2025. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Wealthspire Advisors (New York) held 3,657 shares of Global X Defense Tech ETF worth $218K as of Q2 2026.
Wealthspire Advisors (New York) sold 4,266 Global X Defense Tech ETF shares in Q2 2026, an estimated $284K.
Global X Defense Tech ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1137 holding.
Wealthspire Advisors (New York) first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Global X Defense Tech ETF position peaked at $821K in Q3 2025.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.