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Clearstead Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Clearstead 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 		$2.25M Buy
37,631
+11,736
+45% +$781K 0.02% 362
2026
Q1 		$1.83M Buy
25,895
+25,886
+287,622% +$1.93M 0.02% 382
2025
Q4 		$584 Buy
+9
New +$593 ﹤0.01% 2294
2025
Q3 		– Sell
-100
Closed -$6.03K – 3228
2025
Q2 		$6.03K Buy
+100
New +$5.37K ﹤0.01% 2057

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

Clearstead Advisors's SHLD Position: Q2 2026 in Review

Clearstead Advisors increased its Global X Defense Tech ETF (SHLD) stake by 45% in Q2 2026, buying an estimated $781K and bringing the position to 37,631 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #362.

Clearstead Advisors first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Clearstead Advisors held 37,631 shares of Global X Defense Tech ETF worth $2.25M as of Q2 2026.
  • Clearstead Advisors bought 11,736 Global X Defense Tech ETF shares in Q2 2026, an estimated $781K.
  • Global X Defense Tech ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #362 holding.
  • Clearstead Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.