Envestnet Portfolio Solutions
SHLD icon

Envestnet Portfolio Solutions’s Global X Defense Tech ETF SHLD Stock Holding History

Envestnet Portfolio Solutions’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 		$492K Buy
8,243
+2,196
+36% +$146K ﹤0.01% 997
2026
Q1 		$428K Buy
6,047
+2,769
+84% +$206K ﹤0.01% 965
2025
Q4 		$212K Buy
3,278
+128
+4% +$8.43K ﹤0.01% 1440
2025
Q3 		$221K Buy
+3,150
New +$198K ﹤0.01% 1385

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Envestnet Portfolio Solutions's SHLD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Global X Defense Tech ETF (SHLD) stake by 36% in Q2 2026, buying an estimated $146K and bringing the position to 8,243 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Envestnet Portfolio Solutions first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,243 shares of Global X Defense Tech ETF worth $492K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,196 Global X Defense Tech ETF shares in Q2 2026, an estimated $146K.
  • Global X Defense Tech ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #997 holding.
  • Envestnet Portfolio Solutions first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.