Western Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Western Wealth Management’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	$635K	Sell	10,642 -3,729	-26%	-$248K	0.02%	613
2026 Q1	$1.02M	Buy	14,371 +2,047	+17%	+$152K	0.04%	432
2025 Q4	$799K	Buy	12,324 +1,940	+19%	+$128K	0.04%	403
2025 Q3	$729K	Buy	10,384 +6,732	+184%	+$423K	0.04%	368
2025 Q2	$220K	Buy	+3,652	New	+$196K	0.01%	661

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

Western Wealth Management's SHLD Position: Q2 2026 in Review

Western Wealth Management reduced its Global X Defense Tech ETF (SHLD) stake by 26% in Q2 2026, selling an estimated $248K and leaving 10,642 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #613.

Western Wealth Management first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Western Wealth Management held 10,642 shares of Global X Defense Tech ETF worth $635K as of Q2 2026.
Western Wealth Management sold 3,729 Global X Defense Tech ETF shares in Q2 2026, an estimated $248K.
Global X Defense Tech ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #613 holding.
Western Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Western Wealth Management's Global X Defense Tech ETF position peaked at $1.02M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.