Horizon Investments’s Global X Defense Tech ETF SHLD Stock Holding History

Horizon Investments’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	$239	Sell	4 -4	-50%	-$266	﹤0.01%	1393
2026 Q1	$567	Buy	8 +4	+100%	+$298	﹤0.01%	1356
2025 Q4	$259	Hold	4	–	–	﹤0.01%	1289
2025 Q3	$281	Hold	4	–	–	﹤0.01%	1165
2025 Q2	$241	Buy	+4	New	+$215	﹤0.01%	1103

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 22.9% 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

Horizon Investments's SHLD Position: Q2 2026 in Review

Horizon Investments reduced its Global X Defense Tech ETF (SHLD) stake by 50% in Q2 2026, selling an estimated $266 and leaving 4 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Horizon Investments first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $567 in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Horizon Investments held 4 shares of Global X Defense Tech ETF worth $239 as of Q2 2026.
Horizon Investments sold 4 Global X Defense Tech ETF shares in Q2 2026, an estimated $266.
Global X Defense Tech ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1393 holding.
Horizon Investments first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Horizon Investments's Global X Defense Tech ETF position peaked at $567 in Q1 2026.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.