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Advocate Investing Services’s Global X Defense Tech ETF SHLD Stock Holding History

Advocate Investing Services’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 		$149K Hold
2,500
– – 0.12% 113
2026
Q1 		$177K Buy
+2,500
New +$186K 0.15% 104

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Advocate Investing Services's SHLD Position: Q2 2026 in Review

Advocate Investing Services held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 2,500 shares worth $149K. The position accounts for 0.12% of the portfolio, ranked #113.

Advocate Investing Services first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $177K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Advocate Investing Services held 2,500 shares of Global X Defense Tech ETF worth $149K as of Q2 2026.
  • Advocate Investing Services left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up 0.12% of Advocate Investing Services's portfolio in Q2 2026, its #113 holding.
  • Advocate Investing Services first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Advocate Investing Services's Global X Defense Tech ETF position peaked at $177K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.