WT Wealth Management
SHLD icon

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

WT 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
Q3 		– Sell
-35,235
Closed -$2.1M – 165
2026
Q2 		$2.1M Sell
35,235
-1,763
-5% -$117K 0.58% 57
2026
Q1 		$2.62M Buy
36,998
+4,264
+13% +$318K 0.78% 38
2025
Q4 		$2.12M Buy
+32,734
New +$2.16M 0.61% 44

Other funds holding SHLD

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

WT Wealth Management's SHLD Position: Q3 2026 in Review

WT Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q3 2026, closing a stake of 35,235 shares — an estimated $2.1M sold.

WT Wealth Management first reported a position in SHLD in Q4 2025 and held it in 3 quarters. The position peaked at $2.62M in Q1 2026. 217 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • WT Wealth Management reported no remaining Global X Defense Tech ETF position as of Q3 2026 after selling out during the quarter.
  • WT Wealth Management sold 35,235 Global X Defense Tech ETF shares in Q3 2026, an estimated $2.1M.
  • WT Wealth Management first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 3 quarters.
  • WT Wealth Management's Global X Defense Tech ETF position peaked at $2.62M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.