Farther Finance Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Farther Finance 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	$9.5M	Buy	159,160 +75,558	+90%	+$5.03M	0.07%	232
2026 Q1	$6.14M	Buy	83,602 +32,520	+64%	+$2.42M	0.06%	293
2025 Q4	$3.31M	Buy	51,082 +34,409	+206%	+$2.27M	0.04%	421
2025 Q3	$1.17M	Buy	16,673 +1,088	+7%	+$68.3K	0.02%	648
2025 Q2	$939K	Buy	+15,585	New	+$838K	0.02%	618
2025 Q1	–	Sell	-70	Closed	-$2.62K	–	4411
2024 Q4	$2.62K	Buy	+70	New	+$2.71K	﹤0.01%	2902

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

Farther Finance Advisors's SHLD Position: Q2 2026 in Review

Farther Finance Advisors increased its Global X Defense Tech ETF (SHLD) stake by 90% in Q2 2026, buying an estimated $5.03M and bringing the position to 159,160 shares worth $9.5M. The position accounts for 0.07% of the portfolio, ranked #232.

Farther Finance Advisors first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Farther Finance Advisors held 159,160 shares of Global X Defense Tech ETF worth $9.5M as of Q2 2026.
Farther Finance Advisors bought 75,558 Global X Defense Tech ETF shares in Q2 2026, an estimated $5.03M.
Global X Defense Tech ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #232 holding.
Farther Finance Advisors first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.