Equitable Holdings’s Global X Defense Tech ETF SHLD Stock Holding History

Equitable Holdings’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	$3.22M	Buy	53,909 +3,446	+7%	+$229K	0.02%	588
2026 Q1	$3.3M	Buy	50,463 +7,796	+18%	+$581K	0.02%	566
2025 Q4	$2.76M	Buy	42,667 +5,862	+16%	+$386K	0.02%	535
2025 Q3	$2.59M	Buy	36,805 +11,088	+43%	+$696K	0.02%	524
2025 Q2	$1.55M	Buy	25,717 +10,876	+73%	+$585K	0.01%	660
2025 Q1	$691K	Buy	14,841 +2,132	+17%	+$90.3K	0.01%	820
2024 Q4	$475K	Buy	+12,709	New	+$491K	﹤0.01%	884

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

Equitable Holdings's SHLD Position: Q2 2026 in Review

Equitable Holdings increased its Global X Defense Tech ETF (SHLD) stake by 6.8% in Q2 2026, buying an estimated $229K and bringing the position to 53,909 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #588.

Equitable Holdings first reported a position in SHLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.3M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Equitable Holdings held 53,909 shares of Global X Defense Tech ETF worth $3.22M as of Q2 2026.
Equitable Holdings bought 3,446 Global X Defense Tech ETF shares in Q2 2026, an estimated $229K.
Global X Defense Tech ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #588 holding.
Equitable Holdings first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 7 quarters since.
Equitable Holdings's Global X Defense Tech ETF position peaked at $3.3M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.