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

WJ 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 		– Sell
-118,982
Closed -$8.43M – 87
2026
Q1 		$8.43M Buy
118,982
+6,078
+5% +$453K 3.95% 7
2025
Q4 		$7.32M Buy
112,904
+75
+0.1% +$4.94K 3.2% 11
2025
Q3 		$7.71M Sell
112,829
-32,439
-22% -$2.04M 3.39% 11
2025
Q2 		$8.75M Buy
+145,268
New +$7.81M 2.76% 12

Other funds holding SHLD

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

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

WJ Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 118,982 shares — an estimated $8.43M sold.

WJ Wealth Management first reported a position in SHLD in Q2 2025 and held it in 4 quarters. The position peaked at $8.75M in Q2 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • WJ Wealth Management reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • WJ Wealth Management sold 118,982 Global X Defense Tech ETF shares in Q2 2026, an estimated $8.43M.
  • WJ Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 4 quarters.
  • WJ Wealth Management's Global X Defense Tech ETF position peaked at $8.75M in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.