Founders Financial Securities’s Global X Defense Tech ETF SHLD Stock Holding History

Founders Financial Securities’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	$382K	Sell	6,393 -44	-0.7%	-$2.93K	0.02%	425
2026 Q1	$478K	Sell	6,437 -3,374	-34%	-$251K	0.03%	380
2025 Q4	$636K	Buy	9,811 +293	+3%	+$19.3K	0.04%	348
2025 Q3	$669K	Buy	9,518 +33	+0.3%	+$2.07K	0.05%	305
2025 Q2	$571K	Buy	+9,485	New	+$510K	0.04%	319

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

Founders Financial Securities's SHLD Position: Q2 2026 in Review

Founders Financial Securities reduced its Global X Defense Tech ETF (SHLD) stake by 0.68% in Q2 2026, selling an estimated $2.93K and leaving 6,393 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #425.

Founders Financial Securities first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $669K in Q3 2025. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Founders Financial Securities held 6,393 shares of Global X Defense Tech ETF worth $382K as of Q2 2026.
Founders Financial Securities sold 44 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.93K.
Global X Defense Tech ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #425 holding.
Founders Financial Securities first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Founders Financial Securities's Global X Defense Tech ETF position peaked at $669K in Q3 2025.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.