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

Insigneo Advisory Services’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	$394K	Buy	6,600 +2,695	+69%	+$179K	0.01%	547
2026 Q1	$277K	Buy	+3,905	New	+$291K	0.02%	534
2025 Q3	–	Sell	-7,133	Closed	-$430K	–	772
2025 Q2	$430K	Buy	7,133 +750	+12%	+$40.3K	0.04%	375
2025 Q1	$297K	Hold	6,383	–	–	0.03%	415
2024 Q4	$239K	Buy	6,383 +783	+14%	+$30.3K	0.02%	475
2024 Q3	$208K	Buy	+5,600	New	+$199K	0.02%	545

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

Insigneo Advisory Services's SHLD Position: Q2 2026 in Review

Insigneo Advisory Services increased its Global X Defense Tech ETF (SHLD) stake by 69% in Q2 2026, buying an estimated $179K and bringing the position to 6,600 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #547.

Insigneo Advisory Services first reported a position in SHLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $430K in Q2 2025. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Insigneo Advisory Services held 6,600 shares of Global X Defense Tech ETF worth $394K as of Q2 2026.
Insigneo Advisory Services bought 2,695 Global X Defense Tech ETF shares in Q2 2026, an estimated $179K.
Global X Defense Tech ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #547 holding.
Insigneo Advisory Services first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 6 quarters since.
Insigneo Advisory Services's Global X Defense Tech ETF position peaked at $430K in Q2 2025.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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