IFG Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

IFG Advisory’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	$691K	Buy	11,572 +11,372	+5,686%	+$757K	0.02%	515
2026 Q1	$14.2K	Sell	200 -5,397	-96%	-$402K	0.04%	228
2025 Q4	$363K	Buy	5,597 +643	+13%	+$42.3K	0.02%	583
2025 Q3	$348K	Buy	+4,954	New	+$311K	0.02%	593

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

IFG Advisory's SHLD Position: Q2 2026 in Review

IFG Advisory increased its Global X Defense Tech ETF (SHLD) stake by 5,686% in Q2 2026, buying an estimated $757K and bringing the position to 11,572 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #515.

IFG Advisory first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

IFG Advisory held 11,572 shares of Global X Defense Tech ETF worth $691K as of Q2 2026.
IFG Advisory bought 11,372 Global X Defense Tech ETF shares in Q2 2026, an estimated $757K.
Global X Defense Tech ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #515 holding.
IFG Advisory first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.