Atria Investments’s Global X Defense Tech ETF SHLD Stock Holding History

Atria Investments’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	$3.42M	Buy	57,274 +7,350	+15%	+$489K	0.03%	517
2026 Q1	$3.54M	Buy	49,924 +29,881	+149%	+$2.23M	0.04%	484
2025 Q4	$1.3M	Sell	20,043 -6,561	-25%	-$432K	0.01%	934
2025 Q3	$1.87M	Buy	26,604 +11,481	+76%	+$721K	0.02%	752
2025 Q2	$911K	Buy	15,123 +6,928	+85%	+$372K	0.01%	1081
2025 Q1	$381K	Buy	+8,195	New	+$347K	﹤0.01%	1490

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 22.9% 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

Atria Investments's SHLD Position: Q2 2026 in Review

Atria Investments increased its Global X Defense Tech ETF (SHLD) stake by 15% in Q2 2026, buying an estimated $489K and bringing the position to 57,274 shares worth $3.42M. The position accounts for 0.03% of the portfolio, ranked #517.

Atria Investments first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.54M in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Atria Investments held 57,274 shares of Global X Defense Tech ETF worth $3.42M as of Q2 2026.
Atria Investments bought 7,350 Global X Defense Tech ETF shares in Q2 2026, an estimated $489K.
Global X Defense Tech ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #517 holding.
Atria Investments first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Atria Investments's Global X Defense Tech ETF position peaked at $3.54M in Q1 2026.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.