BPI
SHLD icon

BFC Planning, Inc.’s Global X Defense Tech ETF SHLD Stock Holding History

BFC Planning, Inc.’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 		$21.9K Buy
366
+41
+13% +$2.73K ﹤0.01% 1970
2026
Q1 		$23K Sell
325
-929
-74% -$69.2K ﹤0.01% 1647
2025
Q4 		$81.2K Buy
1,254
+1,234
+6,170% +$81.2K ﹤0.01% 1182
2025
Q3 		$1.4K Buy
+20
New +$1.26K ﹤0.01% 2564

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

BFC Planning, Inc.'s SHLD Position: Q2 2026 in Review

BFC Planning, Inc. increased its Global X Defense Tech ETF (SHLD) stake by 13% in Q2 2026, buying an estimated $2.73K and bringing the position to 366 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

BFC Planning, Inc. first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.2K in Q4 2025. 612 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • BFC Planning, Inc. held 366 shares of Global X Defense Tech ETF worth $21.9K as of Q2 2026.
  • BFC Planning, Inc. bought 41 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.73K.
  • Global X Defense Tech ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1970 holding.
  • BFC Planning, Inc. first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Global X Defense Tech ETF position peaked at $81.2K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.