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WhitTier Trust Company’s Global X Defense Tech ETF SHLD Stock Holding History

WhitTier Trust Company’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 		$115K Hold
1,803
– – ﹤0.01% 585
2026
Q1 		$135K Hold
1,803
– – ﹤0.01% 547
2025
Q4 		$128K Hold
1,803
– – ﹤0.01% 550
2025
Q3 		$127K Buy
+1,803
New +$113K ﹤0.01% 524

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WhitTier Trust Company's SHLD Position: Q2 2026 in Review

WhitTier Trust Company held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 1,803 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

WhitTier Trust Company first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $135K in Q1 2026. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • WhitTier Trust Company held 1,803 shares of Global X Defense Tech ETF worth $115K as of Q2 2026.
  • WhitTier Trust Company left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #585 holding.
  • WhitTier Trust Company first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • WhitTier Trust Company's Global X Defense Tech ETF position peaked at $135K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.