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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments's SHLD Position: Q1 2026 in Review

Horizon Investments increased its Global X Defense Tech ETF (SHLD) stake by 100% in Q1 2026, buying an estimated $298 and bringing the position to 8 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Horizon Investments first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Horizon Investments held 8 shares of Global X Defense Tech ETF worth $567 as of Q1 2026.
  • Horizon Investments bought 4 Global X Defense Tech ETF shares in Q1 2026, an estimated $298.
  • Global X Defense Tech ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1356 holding.
  • Horizon Investments first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.