Independent Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Independent Financial Group’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	$6.26M	Buy	104,905 +7,237	+7%	+$482K	0.12%	168
2026 Q1	$6.92M	Buy	97,668 +19,643	+25%	+$1.46M	0.16%	130
2025 Q4	$5.06M	Buy	78,025 +59,790	+328%	+$3.94M	0.11%	169
2025 Q3	$1.28M	Buy	18,235 +6,095	+50%	+$383K	0.03%	532
2025 Q2	$731K	Buy	+12,140	New	+$652K	0.02%	644

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

Independent Financial Group's SHLD Position: Q2 2026 in Review

Independent Financial Group increased its Global X Defense Tech ETF (SHLD) stake by 7.4% in Q2 2026, buying an estimated $482K and bringing the position to 104,905 shares worth $6.26M. The position accounts for 0.12% of the portfolio, ranked #168.

Independent Financial Group first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.92M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Independent Financial Group held 104,905 shares of Global X Defense Tech ETF worth $6.26M as of Q2 2026.
Independent Financial Group bought 7,237 Global X Defense Tech ETF shares in Q2 2026, an estimated $482K.
Global X Defense Tech ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #168 holding.
Independent Financial Group first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Independent Financial Group's Global X Defense Tech ETF position peaked at $6.92M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.