West Wealth Group
SHLD icon

West Wealth Group’s Global X Defense Tech ETF SHLD Stock Holding History

West Wealth Group’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
Q3 		$12.6M Buy
209,693
+4,776
+2% +$306K 1.95% 13
2026
Q2 		$12.2M Buy
204,917
+44,762
+28% +$2.98M 2% 12
2026
Q1 		$11.3M Buy
160,155
+26,551
+20% +$1.98M 2.24% 15
2025
Q4 		$8.66M Buy
133,604
+11,420
+9% +$752K 1.8% 14
2025
Q3 		$8.15M Buy
+122,184
New +$7.67M 1.84% 14

Other funds holding SHLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

West Wealth Group's SHLD Position: Q3 2026 in Review

West Wealth Group increased its Global X Defense Tech ETF (SHLD) stake by 2.3% in Q3 2026, buying an estimated $306K and bringing the position to 209,693 shares worth $12.6M. The position accounts for 1.95% of the portfolio, ranked #13.

West Wealth Group first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 533 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • West Wealth Group held 209,693 shares of Global X Defense Tech ETF worth $12.6M as of Q3 2026.
  • West Wealth Group bought 4,776 Global X Defense Tech ETF shares in Q3 2026, an estimated $306K.
  • Global X Defense Tech ETF made up 1.95% of West Wealth Group's portfolio in Q3 2026, its #13 holding.
  • West Wealth Group first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 533 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.