Beck Capital Management’s Global X Defense Tech ETF SHLD Stock Holding History

Beck Capital Management’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	$7.74M	Buy	129,675 +238	+0.2%	+$15.8K	1.43%	22
2026 Q1	$9.17M	Hold	129,437	–	–	2.1%	11
2025 Q4	$8.39M	Sell	129,437 -32,994	-20%	-$2.17M	2%	11
2025 Q3	$11.4M	Sell	162,431 -1,267	-0.8%	-$79.5K	2.63%	7
2025 Q2	$9.86M	Buy	163,698 +57,102	+54%	+$3.07M	2.46%	6
2025 Q1	$4.96M	Buy	106,596 +5,246	+5%	+$222K	1.46%	23
2024 Q4	$3.79M	Buy	101,350 +31,862	+46%	+$1.23M	1.01%	36
2024 Q3	$2.59M	Buy	+69,488	New	+$2.47M	0.69%	53

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

Beck Capital Management's SHLD Position: Q2 2026 in Review

Beck Capital Management increased its Global X Defense Tech ETF (SHLD) stake by 0.18% in Q2 2026, buying an estimated $15.8K and bringing the position to 129,675 shares worth $7.74M. The position accounts for 1.43% of the portfolio, ranked #22.

Beck Capital Management first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q3 2025. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Beck Capital Management held 129,675 shares of Global X Defense Tech ETF worth $7.74M as of Q2 2026.
Beck Capital Management bought 238 Global X Defense Tech ETF shares in Q2 2026, an estimated $15.8K.
Global X Defense Tech ETF made up 1.43% of Beck Capital Management's portfolio in Q2 2026, its #22 holding.
Beck Capital Management first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
Beck Capital Management's Global X Defense Tech ETF position peaked at $11.4M in Q3 2025.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.