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XY Planning Network’s Global X Defense Tech ETF SHLD Stock Holding History

XY Planning Network’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 		$1.28M Buy
21,499
+11,438
+114% +$761K 0.16% 121
2026
Q1 		$739K Buy
10,061
+3,115
+45% +$232K 0.12% 155
2025
Q4 		$450K Buy
+6,946
New +$457K 0.08% 181

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

XY Planning Network's SHLD Position: Q2 2026 in Review

XY Planning Network increased its Global X Defense Tech ETF (SHLD) stake by 114% in Q2 2026, buying an estimated $761K and bringing the position to 21,499 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #121.

XY Planning Network first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • XY Planning Network held 21,499 shares of Global X Defense Tech ETF worth $1.28M as of Q2 2026.
  • XY Planning Network bought 11,438 Global X Defense Tech ETF shares in Q2 2026, an estimated $761K.
  • Global X Defense Tech ETF made up 0.16% of XY Planning Network's portfolio in Q2 2026, its #121 holding.
  • XY Planning Network first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.