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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s SHLD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Global X Defense Tech ETF (SHLD) stake by 29% in Q1 2026, selling an estimated $242K and leaving 7,923 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Wealthspire Advisors (New York) first reported a position in SHLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $821K in Q3 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,923 shares of Global X Defense Tech ETF worth $561K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,242 Global X Defense Tech ETF shares in Q1 2026, an estimated $242K.
  • Global X Defense Tech ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #541 holding.
  • Wealthspire Advisors (New York) first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s Global X Defense Tech ETF position peaked at $821K in Q3 2025.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.