Evolution Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Evolution Wealth Advisors’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	$13.1M	Buy	220,193 +11,879	+6%	+$791K	1.54%	12
2026 Q1	$14.8M	Buy	208,314 +2,407	+1%	+$179K	1.5%	13
2025 Q4	$13.3M	Buy	205,907 +2,798	+1%	+$184K	1.34%	13
2025 Q3	$14.3M	Buy	203,109 +174,459	+609%	+$10.9M	1.92%	12
2025 Q2	$1.73M	Buy	+28,650	New	+$1.54M	0.25%	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 22.96% 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

Evolution Wealth Advisors's SHLD Position: Q2 2026 in Review

Evolution Wealth Advisors increased its Global X Defense Tech ETF (SHLD) stake by 5.7% in Q2 2026, buying an estimated $791K and bringing the position to 220,193 shares worth $13.1M. The position accounts for 1.54% of the portfolio, ranked #12.

Evolution Wealth Advisors first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.8M in Q1 2026. 608 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Evolution Wealth Advisors held 220,193 shares of Global X Defense Tech ETF worth $13.1M as of Q2 2026.
Evolution Wealth Advisors bought 11,879 Global X Defense Tech ETF shares in Q2 2026, an estimated $791K.
Global X Defense Tech ETF made up 1.54% of Evolution Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Evolution Wealth Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Advisors's Global X Defense Tech ETF position peaked at $14.8M in Q1 2026.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.