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BOLTON SECURITIES CORPORATION’s Global X Defense Tech ETF SHLD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$341K Hold
5,683
– – 0.01% 710
2026
Q2 		$339K Buy
5,683
+1,115
+24% +$74.2K 0.01% 717
2026
Q1 		$324K Buy
+4,568
New +$340K 0.02% 662
2025
Q3 		$252K Buy
+3,591
New +$225K 0.01% 685
2025
Q1 		$93.1K Buy
+2,000
New +$84.7K 0.01% 896

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHLD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Global X Defense Tech ETF (SHLD) position steady in Q3 2026 at 5,683 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #710.

BOLTON SECURITIES CORPORATION first reported a position in SHLD in Q1 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,683 shares of Global X Defense Tech ETF worth $341K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Global X Defense Tech ETF share count unchanged in Q3 2026.
  • Global X Defense Tech ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #710 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.