EH
SHLD icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings's SHLD Position: Q1 2026 in Review

Equitable Holdings increased its Global X Defense Tech ETF (SHLD) stake by 18% in Q1 2026, buying an estimated $581K and bringing the position to 50,463 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #566.

Equitable Holdings first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Equitable Holdings held 50,463 shares of Global X Defense Tech ETF worth $3.3M as of Q1 2026.
  • Equitable Holdings bought 7,796 Global X Defense Tech ETF shares in Q1 2026, an estimated $581K.
  • Global X Defense Tech ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #566 holding.
  • Equitable Holdings first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.