IFP Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

IFP Advisors’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	$2.34M	Buy	39,198 +6,919	+21%	+$460K	0.04%	438
2026 Q1	$2.29M	Buy	32,279 +9,149	+40%	+$682K	0.05%	407
2025 Q4	$1.5M	Buy	23,130 +11,126	+93%	+$732K	0.03%	506
2025 Q3	$843K	Buy	12,004 +3,005	+33%	+$189K	0.02%	670
2025 Q2	$542K	Buy	8,999 +6,506	+261%	+$350K	0.02%	803
2025 Q1	$116K	Buy	2,493 +1,693	+212%	+$71.7K	﹤0.01%	1441
2024 Q4	$29.9K	Hold	800	–	–	﹤0.01%	2070
2024 Q3	$29.8K	Buy	+800	New	+$28.5K	﹤0.01%	1969

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

IFP Advisors's SHLD Position: Q2 2026 in Review

IFP Advisors increased its Global X Defense Tech ETF (SHLD) stake by 21% in Q2 2026, buying an estimated $460K and bringing the position to 39,198 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #438.

IFP Advisors first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

IFP Advisors held 39,198 shares of Global X Defense Tech ETF worth $2.34M as of Q2 2026.
IFP Advisors bought 6,919 Global X Defense Tech ETF shares in Q2 2026, an estimated $460K.
Global X Defense Tech ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #438 holding.
IFP Advisors first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.