Custom Index Systems’s Global X Defense Tech ETF SHLD Stock Holding History

Custom Index Systems’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	$483K	Sell	8,082 -3,049	-27%	-$203K	0.17%	148
2026 Q1	$789K	Buy	11,131 +348	+3%	+$25.9K	0.34%	79
2025 Q4	$699K	Sell	10,783 -6,940	-39%	-$457K	0.31%	95
2025 Q3	$1.24M	Buy	17,723 +7,449	+73%	+$468K	0.37%	78
2025 Q2	$619K	Buy	10,274 +3,099	+43%	+$167K	0.3%	97
2025 Q1	$334K	Hold	7,175	–	–	0.17%	190
2024 Q4	$268K	Buy	+7,175	New	+$277K	0.14%	190

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

Custom Index Systems's SHLD Position: Q2 2026 in Review

Custom Index Systems reduced its Global X Defense Tech ETF (SHLD) stake by 27% in Q2 2026, selling an estimated $203K and leaving 8,082 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #148.

Custom Index Systems first reported a position in SHLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Custom Index Systems held 8,082 shares of Global X Defense Tech ETF worth $483K as of Q2 2026.
Custom Index Systems sold 3,049 Global X Defense Tech ETF shares in Q2 2026, an estimated $203K.
Global X Defense Tech ETF made up 0.17% of Custom Index Systems's portfolio in Q2 2026, its #148 holding.
Custom Index Systems first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 7 quarters since.
Custom Index Systems's Global X Defense Tech ETF position peaked at $1.24M in Q3 2025.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.