Advisory Services Network’s Global X Defense Tech ETF SHLD Stock Holding History

Advisory Services 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	$795K	Sell	13,308 -1,397	-10%	-$93K	0.01%	1143
2026 Q1	$1.04M	Buy	14,705 +4,661	+46%	+$347K	0.01%	918
2025 Q4	$651K	Sell	10,044 -12,542	-56%	-$826K	0.01%	1079
2025 Q3	$1.59M	Buy	22,586 +6,104	+37%	+$383K	0.02%	675
2025 Q2	$1.01M	Buy	+16,482	New	+$886K	0.02%	819

Other funds holding SHLD

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Advisory Services Network's SHLD Position: Q2 2026 in Review

Advisory Services Network reduced its Global X Defense Tech ETF (SHLD) stake by 9.5% in Q2 2026, selling an estimated $93K and leaving 13,308 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #1143.

Advisory Services Network first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Advisory Services Network held 13,308 shares of Global X Defense Tech ETF worth $795K as of Q2 2026.
Advisory Services Network sold 1,397 Global X Defense Tech ETF shares in Q2 2026, an estimated $93K.
Global X Defense Tech ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1143 holding.
Advisory Services Network first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Advisory Services Network's Global X Defense Tech ETF position peaked at $1.59M in Q3 2025.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.