Diversify Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Diversify Advisory Services’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	$310K	Buy	+4,856	New	+$323K	0.01%	1037
2025 Q1	–	Sell	-6,353	Closed	-$238K	–	685
2024 Q4	$238K	Buy	6,353 +72	+1%	+$2.78K	0.01%	542
2024 Q3	$243K	Buy	6,281 +16	+0.3%	+$569	0.01%	552
2024 Q2	$208K	Buy	+6,265	New	+$208K	0.01%	601

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 22.9% 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

Diversify Advisory Services's SHLD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 4,856 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SHLD as recently as Q4 2024.

Diversify Advisory Services first reported a position in SHLD in Q2 2024 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Diversify Advisory Services held 4,856 shares of Global X Defense Tech ETF worth $310K as of Q2 2026.
Global X Defense Tech ETF was a new Diversify Advisory Services position in Q2 2026.
Global X Defense Tech ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1037 holding.
Diversify Advisory Services first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 4 quarters since.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.