Braun-Bostich & Associates’s Global X Defense Tech ETF SHLD Stock Holding History

Braun-Bostich & Associates’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	$2.25M	Buy	37,760 +2,939	+8%	+$196K	1.26%	21
2026 Q1	$2.47M	Buy	34,821 +13,055	+60%	+$973K	1.55%	18
2025 Q4	$1.41M	Buy	21,766 +2,477	+13%	+$163K	0.87%	33
2025 Q3	$1.35M	Buy	+19,289	New	+$1.21M	0.85%	34

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

Braun-Bostich & Associates's SHLD Position: Q2 2026 in Review

Braun-Bostich & Associates increased its Global X Defense Tech ETF (SHLD) stake by 8.4% in Q2 2026, buying an estimated $196K and bringing the position to 37,760 shares worth $2.25M. The position accounts for 1.26% of the portfolio, ranked #21.

Braun-Bostich & Associates first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.47M in Q1 2026. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Braun-Bostich & Associates held 37,760 shares of Global X Defense Tech ETF worth $2.25M as of Q2 2026.
Braun-Bostich & Associates bought 2,939 Global X Defense Tech ETF shares in Q2 2026, an estimated $196K.
Global X Defense Tech ETF made up 1.26% of Braun-Bostich & Associates's portfolio in Q2 2026, its #21 holding.
Braun-Bostich & Associates first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
Braun-Bostich & Associates's Global X Defense Tech ETF position peaked at $2.47M in Q1 2026.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.