Family Office Research’s Global X Defense Tech ETF SHLD Stock Holding History

Family Office Research’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	$213K	Sell	3,575 -3,480	-49%	-$232K	0.08%	81
2026 Q1	$511K	Buy	7,055 +2,470	+54%	+$184K	0.22%	46
2025 Q4	$301K	Sell	4,585 -636	-12%	-$41.9K	0.12%	61
2025 Q3	$367K	Buy	5,221 +3	+0.1%	+$188	0.16%	55
2025 Q2	$314K	Hold	5,218	–	–	0.15%	55
2025 Q1	$243K	Buy	+5,218	New	+$221K	0.12%	63

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

Family Office Research's SHLD Position: Q2 2026 in Review

Family Office Research reduced its Global X Defense Tech ETF (SHLD) stake by 49% in Q2 2026, selling an estimated $232K and leaving 3,575 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #81.

Family Office Research first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $511K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Family Office Research held 3,575 shares of Global X Defense Tech ETF worth $213K as of Q2 2026.
Family Office Research sold 3,480 Global X Defense Tech ETF shares in Q2 2026, an estimated $232K.
Global X Defense Tech ETF made up 0.08% of Family Office Research's portfolio in Q2 2026, its #81 holding.
Family Office Research first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Family Office Research's Global X Defense Tech ETF position peaked at $511K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.