First Command Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

First Command Advisory Services’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	$32.2K	Hold	539	–	–	﹤0.01%	548
2026 Q1	$38.2K	Hold	539	–	–	﹤0.01%	388
2025 Q4	$34.9K	Hold	539	–	–	﹤0.01%	352
2025 Q3	$37.9K	Hold	539	–	–	﹤0.01%	331
2025 Q2	$32.5K	Buy	+539	New	+$29K	﹤0.01%	322

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

First Command Advisory Services's SHLD Position: Q2 2026 in Review

First Command Advisory Services held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 539 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

First Command Advisory Services first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.2K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

First Command Advisory Services held 539 shares of Global X Defense Tech ETF worth $32.2K as of Q2 2026.
First Command Advisory Services left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #548 holding.
First Command Advisory Services first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
First Command Advisory Services's Global X Defense Tech ETF position peaked at $38.2K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.