Belpointe Asset Management’s Global X Defense Tech ETF SHLD Stock Holding History

Belpointe Asset 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	$1.93M	Sell	32,385 -11,093	-26%	-$738K	0.06%	288
2026 Q1	$3.08M	Sell	43,478 -5,590	-11%	-$416K	0.11%	173
2025 Q4	$3.18M	Sell	49,068 -621	-1%	-$40.9K	0.11%	147
2025 Q3	$3.49M	Sell	49,689 -3,018	-6%	-$189K	0.13%	133
2025 Q2	$3.18M	Buy	52,707 +45,625	+644%	+$2.45M	0.13%	136
2025 Q1	$330K	Buy	+7,082	New	+$300K	0.02%	692

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

Belpointe Asset Management's SHLD Position: Q2 2026 in Review

Belpointe Asset Management reduced its Global X Defense Tech ETF (SHLD) stake by 26% in Q2 2026, selling an estimated $738K and leaving 32,385 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #288.

Belpointe Asset Management first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.49M in Q3 2025. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Belpointe Asset Management held 32,385 shares of Global X Defense Tech ETF worth $1.93M as of Q2 2026.
Belpointe Asset Management sold 11,093 Global X Defense Tech ETF shares in Q2 2026, an estimated $738K.
Global X Defense Tech ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #288 holding.
Belpointe Asset Management first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Belpointe Asset Management's Global X Defense Tech ETF position peaked at $3.49M in Q3 2025.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.