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AlTi Global’s Global X Defense Tech ETF SHLD Stock Holding History

AlTi Global’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 		– Sell
-14,669
Closed -$1.04M – 527
2026
Q1 		$1.04M Buy
14,669
+8,987
+158% +$670K 0.02% 235
2025
Q4 		$369K Buy
5,682
+2,813
+98% +$185K 0.01% 354
2025
Q3 		$201K Buy
+2,869
New +$180K ﹤0.01% 423

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AlTi Global's SHLD Position: Q2 2026 in Review

AlTi Global sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 14,669 shares — an estimated $1.04M sold.

AlTi Global first reported a position in SHLD in Q3 2025 and held it in 3 quarters. The position peaked at $1.04M in Q1 2026. 385 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • AlTi Global reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • AlTi Global sold 14,669 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.04M.
  • AlTi Global first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 3 quarters.
  • AlTi Global's Global X Defense Tech ETF position peaked at $1.04M in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.