Global Retirement Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Global Retirement Partners’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	$734K	Buy	+12,295	New	+$818K	0.01%	865
2025 Q4	$678K	Sell	10,462 -1,817	-15%	-$120K	0.01%	797
2025 Q3	$862K	Buy	12,279 +10,352	+537%	+$650K	0.02%	586
2025 Q2	$116K	Buy	+1,927	New	+$104K	﹤0.01%	1361

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

Global Retirement Partners's SHLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 12,295 shares worth $734K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHLD as recently as Q4 2025.

Global Retirement Partners first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $862K in Q3 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Global Retirement Partners held 12,295 shares of Global X Defense Tech ETF worth $734K as of Q2 2026.
Global X Defense Tech ETF was a new Global Retirement Partners position in Q2 2026.
Global X Defense Tech ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #865 holding.
Global Retirement Partners first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
Global Retirement Partners's Global X Defense Tech ETF position peaked at $862K in Q3 2025.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.