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

Integrated Advisors Network’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	$2.61M	Buy	43,688 +17,960	+70%	+$1.2M	0.12%	177
2026 Q1	$1.82M	Buy	25,728 +14,229	+124%	+$1.06M	0.1%	212
2025 Q4	$745K	Sell	11,499 -410	-3%	-$27K	0.03%	404
2025 Q3	$836K	Buy	+11,909	New	+$747K	0.04%	399

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

Integrated Advisors Network's SHLD Position: Q2 2026 in Review

Integrated Advisors Network increased its Global X Defense Tech ETF (SHLD) stake by 70% in Q2 2026, buying an estimated $1.2M and bringing the position to 43,688 shares worth $2.61M. The position accounts for 0.12% of the portfolio, ranked #177.

Integrated Advisors Network 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.

Integrated Advisors Network held 43,688 shares of Global X Defense Tech ETF worth $2.61M as of Q2 2026.
Integrated Advisors Network bought 17,960 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.2M.
Global X Defense Tech ETF made up 0.12% of Integrated Advisors Network's portfolio in Q2 2026, its #177 holding.
Integrated Advisors Network 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 Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.