Cambridge Investment Research Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Cambridge Investment Research Advisors’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	$13.1M	Sell	219,730 -23,597	-10%	-$1.57M	0.03%	559
2026 Q1	$17.2M	Buy	243,327 +63,211	+35%	+$4.71M	0.04%	415
2025 Q4	$11.7M	Buy	180,116 +13,415	+8%	+$883K	0.03%	524
2025 Q3	$11.7M	Sell	166,701 -7,865	-5%	-$494K	0.03%	512
2025 Q2	$10.5M	Buy	174,566 +78,534	+82%	+$4.22M	0.03%	521
2025 Q1	$4.47M	Sell	96,032 -71,536	-43%	-$3.03M	0.02%	862
2024 Q4	$6.27M	Buy	167,568 +24,811	+17%	+$959K	0.02%	680
2024 Q3	$5.32M	Buy	142,757 +128,752	+919%	+$4.58M	0.02%	762
2024 Q2	$464K	Buy	+14,005	New	+$465K	﹤0.01%	2358

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

Cambridge Investment Research Advisors's SHLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 9.7% in Q2 2026, selling an estimated $1.57M and leaving 219,730 shares worth $13.1M. The position accounts for 0.03% of the portfolio, ranked #559.

Cambridge Investment Research Advisors first reported a position in SHLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.2M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Cambridge Investment Research Advisors held 219,730 shares of Global X Defense Tech ETF worth $13.1M as of Q2 2026.
Cambridge Investment Research Advisors sold 23,597 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.57M.
Global X Defense Tech ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #559 holding.
Cambridge Investment Research Advisors first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's Global X Defense Tech ETF position peaked at $17.2M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.