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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's SHLD Position: Q1 2026 in Review

Advisory Services Network increased its Global X Defense Tech ETF (SHLD) stake by 46% in Q1 2026, buying an estimated $347K and bringing the position to 14,705 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #918.

Advisory Services Network first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q3 2025. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Advisory Services Network held 14,705 shares of Global X Defense Tech ETF worth $1.04M as of Q1 2026.
Advisory Services Network bought 4,661 Global X Defense Tech ETF shares in Q1 2026, an estimated $347K.
Global X Defense Tech ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #918 holding.
Advisory Services Network first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
Advisory Services Network's Global X Defense Tech ETF position peaked at $1.59M in Q3 2025.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.