BIG
SHLD icon

Brookwood Investment Group’s Global X Defense Tech ETF SHLD Stock Holding History

Brookwood Investment Group’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 		$730K Buy
12,225
+7,832
+178% +$521K 0.08% 240
2026
Q1 		$311K Buy
+4,393
New +$327K 0.04% 388
2025
Q3 		– Sell
-3,844
Closed -$232K – 537
2025
Q2 		$232K Buy
+3,844
New +$207K 0.04% 380

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Brookwood Investment Group's SHLD Position: Q2 2026 in Review

Brookwood Investment Group increased its Global X Defense Tech ETF (SHLD) stake by 178% in Q2 2026, buying an estimated $521K and bringing the position to 12,225 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #240.

Brookwood Investment Group first reported a position in SHLD in Q2 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Brookwood Investment Group held 12,225 shares of Global X Defense Tech ETF worth $730K as of Q2 2026.
  • Brookwood Investment Group bought 7,832 Global X Defense Tech ETF shares in Q2 2026, an estimated $521K.
  • Global X Defense Tech ETF made up 0.08% of Brookwood Investment Group's portfolio in Q2 2026, its #240 holding.
  • Brookwood Investment Group first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.