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Winthrop Advisory Group’s Global X Defense Tech ETF SHLD Stock Holding History

Winthrop Advisory 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 		– Sell
-3,746
Closed -$265K – 233
2026
Q1 		$265K Buy
3,746
+403
+12% +$30K 0.02% 159
2025
Q4 		$217K Buy
3,343
+478
+17% +$31.5K 0.02% 177
2025
Q3 		$201K Buy
+2,865
New +$180K 0.02% 188

Other funds holding SHLD

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Winthrop Advisory Group's SHLD Position: Q2 2026 in Review

Winthrop Advisory Group sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 3,746 shares — an estimated $265K sold.

Winthrop Advisory Group first reported a position in SHLD in Q3 2025 and held it in 3 quarters. The position peaked at $265K in Q1 2026. 98 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Winthrop Advisory Group reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Winthrop Advisory Group sold 3,746 Global X Defense Tech ETF shares in Q2 2026, an estimated $265K.
  • Winthrop Advisory Group first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 3 quarters.
  • Winthrop Advisory Group's Global X Defense Tech ETF position peaked at $265K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.