AssuredPartners Investment Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

AssuredPartners Investment 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 Q1	$2.38M	Buy	+31,790	New	+$2.37M	0.26%	101

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssuredPartners Investment Advisors's SHLD Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 31,790 shares worth $2.38M. The stake represents 0.26% of the portfolio and ranks #101 among its holdings.

608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

AssuredPartners Investment Advisors held 31,790 shares of Global X Defense Tech ETF worth $2.38M as of Q1 2026.
Global X Defense Tech ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
Global X Defense Tech ETF made up 0.26% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #101 holding.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.