Aptus Capital Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Aptus Capital Advisors’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	$301K	Buy	5,034 +1,390	+38%	+$92.5K	﹤0.01%	950
2026 Q1	$258K	Buy	3,644 +25	+0.7%	+$1.86K	﹤0.01%	927
2025 Q4	$234K	Buy	3,619 +98	+3%	+$6.45K	﹤0.01%	977
2025 Q3	$247K	Buy	3,521 +132	+4%	+$8.29K	﹤0.01%	900
2025 Q2	$204K	Buy	+3,389	New	+$182K	﹤0.01%	945

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

Aptus Capital Advisors's SHLD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Global X Defense Tech ETF (SHLD) stake by 38% in Q2 2026, buying an estimated $92.5K and bringing the position to 5,034 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Aptus Capital Advisors first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Aptus Capital Advisors held 5,034 shares of Global X Defense Tech ETF worth $301K as of Q2 2026.
Aptus Capital Advisors bought 1,390 Global X Defense Tech ETF shares in Q2 2026, an estimated $92.5K.
Global X Defense Tech ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #950 holding.
Aptus Capital Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.