Envision Financial Transparency’s Global X Defense Tech ETF SHLD Stock Holding History

Envision Financial Transparency’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 Q1	$5.45M	Buy	+76,894	New	+$5.73M	5.29%	4

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envision Financial Transparency's SHLD Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 76,894 shares worth $5.45M. The stake represents 5.29% of the portfolio and ranks #4 among its holdings.

611 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Envision Financial Transparency held 76,894 shares of Global X Defense Tech ETF worth $5.45M as of Q1 2026.
Global X Defense Tech ETF was a new Envision Financial Transparency position in Q1 2026.
Global X Defense Tech ETF made up 5.29% of Envision Financial Transparency's portfolio in Q1 2026, its #4 holding.
611 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.