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 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

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

West Wealth Group's SHLD Position: Q2 2026 in Review

West Wealth Group increased its Global X Defense Tech ETF (SHLD) stake by 28% in Q2 2026, buying an estimated $2.98M and bringing the position to 204,917 shares worth $12.2M. The position accounts for 2% of the portfolio, ranked #12.

West Wealth Group first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

West Wealth Group held 204,917 shares of Global X Defense Tech ETF worth $12.2M as of Q2 2026.
West Wealth Group bought 44,762 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.98M.
Global X Defense Tech ETF made up 2% of West Wealth Group's portfolio in Q2 2026, its #12 holding.
West Wealth Group first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.