Ausdal Financial Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Ausdal Financial Partners’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	$1.45M	Buy	24,349 +1,126	+5%	+$74.9K	0.06%	311
2026 Q1	$1.65M	Buy	23,223 +6,442	+38%	+$480K	0.07%	264
2025 Q4	$1.09M	Buy	16,781 +5,678	+51%	+$374K	0.05%	339
2025 Q3	$780K	Buy	+11,103	New	+$697K	0.04%	418

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

Ausdal Financial Partners's SHLD Position: Q2 2026 in Review

Ausdal Financial Partners increased its Global X Defense Tech ETF (SHLD) stake by 4.8% in Q2 2026, buying an estimated $74.9K and bringing the position to 24,349 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #311.

Ausdal Financial Partners first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Ausdal Financial Partners held 24,349 shares of Global X Defense Tech ETF worth $1.45M as of Q2 2026.
Ausdal Financial Partners bought 1,126 Global X Defense Tech ETF shares in Q2 2026, an estimated $74.9K.
Global X Defense Tech ETF made up 0.06% of Ausdal Financial Partners's portfolio in Q2 2026, its #311 holding.
Ausdal Financial Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
Ausdal Financial Partners's Global X Defense Tech ETF position peaked at $1.65M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.