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

Ameritas Advisory 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	$5.36M	Buy	89,824 +74,368	+481%	+$4.95M	0.11%	194
2026 Q1	$1.09M	Buy	+15,456	New	+$1.15M	0.04%	351
2025 Q4	–	Sell	-4,055	Closed	-$285K	–	1919
2025 Q3	$285K	Buy	4,055 +2,265	+127%	+$142K	0.02%	532
2025 Q2	$108K	Buy	+1,790	New	+$96.2K	0.01%	959

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

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

Ameritas Advisory Services increased its Global X Defense Tech ETF (SHLD) stake by 481% in Q2 2026, buying an estimated $4.95M and bringing the position to 89,824 shares worth $5.36M. The position accounts for 0.11% of the portfolio, ranked #194.

Ameritas Advisory Services first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Ameritas Advisory Services held 89,824 shares of Global X Defense Tech ETF worth $5.36M as of Q2 2026.
Ameritas Advisory Services bought 74,368 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.95M.
Global X Defense Tech ETF made up 0.11% of Ameritas Advisory Services's portfolio in Q2 2026, its #194 holding.
Ameritas Advisory Services first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.