American Institute for Advanced Investment Management’s Global X Defense Tech ETF SHLD Stock Holding History

American Institute for Advanced Investment Management’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	$1.15M	Sell	19,237 -4,095	-18%	-$273K	0.66%	42
2026 Q1	$1.65M	Buy	23,332 +350	+2%	+$26.1K	1.07%	24
2025 Q4	$1.5M	Buy	22,982 +3,362	+17%	+$221K	0.97%	29
2025 Q3	$1.38M	Buy	19,620 +7,990	+69%	+$501K	0.9%	30
2025 Q2	$701K	Buy	+11,630	New	+$625K	0.5%	54

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

American Institute for Advanced Investment Management's SHLD Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Global X Defense Tech ETF (SHLD) stake by 18% in Q2 2026, selling an estimated $273K and leaving 19,237 shares worth $1.15M. The position accounts for 0.66% of the portfolio, ranked #42.

American Institute for Advanced Investment Management first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

American Institute for Advanced Investment Management held 19,237 shares of Global X Defense Tech ETF worth $1.15M as of Q2 2026.
American Institute for Advanced Investment Management sold 4,095 Global X Defense Tech ETF shares in Q2 2026, an estimated $273K.
Global X Defense Tech ETF made up 0.66% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #42 holding.
American Institute for Advanced Investment Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
American Institute for Advanced Investment Management's Global X Defense Tech ETF position peaked at $1.65M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.