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

Inspire 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	$236K	Sell	3,958 -2,549	-39%	-$170K	0.02%	625
2026 Q1	$461K	Sell	6,507 -26,626	-80%	-$1.98M	0.04%	385
2025 Q4	$2.15M	Buy	33,133 +16,661	+101%	+$1.1M	0.2%	88
2025 Q3	$1.16M	Buy	16,472 +11,707	+246%	+$735K	0.11%	139
2025 Q2	$287K	Buy	+4,765	New	+$256K	0.03%	385

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

Inspire Advisors's SHLD Position: Q2 2026 in Review

Inspire Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 39% in Q2 2026, selling an estimated $170K and leaving 3,958 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #625.

Inspire Advisors first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q4 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Inspire Advisors held 3,958 shares of Global X Defense Tech ETF worth $236K as of Q2 2026.
Inspire Advisors sold 2,549 Global X Defense Tech ETF shares in Q2 2026, an estimated $170K.
Global X Defense Tech ETF made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #625 holding.
Inspire Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Inspire Advisors's Global X Defense Tech ETF position peaked at $2.15M in Q4 2025.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.