Ethos Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Ethos Financial Group’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	$600K	Sell	9,674 -37,165	-79%	-$2.47M	0.04%	320
2026 Q1	$3.32M	Buy	46,839 +13,129	+39%	+$978K	0.24%	94
2025 Q4	$2.19M	Sell	33,710 -3,224	-9%	-$212K	0.16%	129
2025 Q3	$2.59M	Sell	36,934 -18,627	-34%	-$1.17M	0.2%	106
2025 Q2	$3.35M	Sell	55,561 -2,610	-4%	-$140K	0.29%	84
2025 Q1	$2.18M	Hold	58,171	–	–	0.21%	109
2024 Q4	$2.18M	Buy	58,171 +1,870	+3%	+$72.3K	0.28%	72
2024 Q3	$2.1M	Buy	+56,301	New	+$2M	0.35%	53

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 22.9% 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

Ethos Financial Group's SHLD Position: Q2 2026 in Review

Ethos Financial Group reduced its Global X Defense Tech ETF (SHLD) stake by 79% in Q2 2026, selling an estimated $2.47M and leaving 9,674 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #320.

Ethos Financial Group first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q2 2025. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Ethos Financial Group held 9,674 shares of Global X Defense Tech ETF worth $600K as of Q2 2026.
Ethos Financial Group sold 37,165 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.47M.
Global X Defense Tech ETF made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #320 holding.
Ethos Financial Group first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
Ethos Financial Group's Global X Defense Tech ETF position peaked at $3.35M in Q2 2025.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.