Bank of Montreal
SHLD icon

Bank of Montreal’s Global X Defense Tech ETF SHLD Stock Holding History

Bank of Montreal’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 		$188M Buy
3,140,770
+362,712
+13% +$24.1M 0.06% 251
2026
Q1 		$197M Buy
2,778,058
+2,534,211
+1,039% +$189M 0.07% 218
2025
Q4 		$15.8M Buy
243,847
+83,562
+52% +$5.5M 0.01% 941
2025
Q3 		$11.3M Buy
160,285
+153,146
+2,145% +$9.61M ﹤0.01% 1005
2025
Q2 		$430K Buy
7,139
+6,544
+1,100% +$352K ﹤0.01% 2362
2025
Q1 		$27.7K Buy
+595
New +$25.2K ﹤0.01% 3167

Other funds holding SHLD

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bank of Montreal's SHLD Position: Q2 2026 in Review

Bank of Montreal increased its Global X Defense Tech ETF (SHLD) stake by 13% in Q2 2026, buying an estimated $24.1M and bringing the position to 3,140,770 shares worth $188M. The position accounts for 0.06% of the portfolio, ranked #251.

Bank of Montreal first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $197M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Bank of Montreal held 3,140,770 shares of Global X Defense Tech ETF worth $188M as of Q2 2026.
  • Bank of Montreal bought 362,712 Global X Defense Tech ETF shares in Q2 2026, an estimated $24.1M.
  • Global X Defense Tech ETF made up 0.06% of Bank of Montreal's portfolio in Q2 2026, its #251 holding.
  • Bank of Montreal first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • Bank of Montreal's Global X Defense Tech ETF position peaked at $197M in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.