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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
Q2 		– Sell
-76,894
Closed -$5.45M – 86
2026
Q1 		$5.45M Buy
+76,894
New +$5.73M 5.29% 4

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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 22.9% 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

Envision Financial Transparency's SHLD Position: Q2 2026 in Review

Envision Financial Transparency sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 76,894 shares — an estimated $5.45M sold.

Envision Financial Transparency first reported a position in SHLD in Q1 2026 and held it in 1 quarter. The position peaked at $5.45M in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Envision Financial Transparency reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 76,894 Global X Defense Tech ETF shares in Q2 2026, an estimated $5.45M.
  • Envision Financial Transparency first reported a position in Global X Defense Tech ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's Global X Defense Tech ETF position peaked at $5.45M in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.