Jeff Yass’s Global X Defense Tech ETF SHLD Stock Holding History

Jeff Yass’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	$6.11M	Sell	102,300 -14,100	-12%	-$938K	﹤0.01%	4242
2026 Q1	$8.25M	Buy	116,400 +67,700	+139%	+$5.04M	﹤0.01%	3411
2025 Q4	$3.16M	Sell	48,700 -9,700	-17%	-$639K	﹤0.01%	4797
2025 Q3	$4.1M	Sell	58,400 -7,500	-11%	-$471K	﹤0.01%	4420
2025 Q2	$3.97M	Buy	65,900 +53,600	+436%	+$2.88M	﹤0.01%	4402
2025 Q1	$573K	Buy	+12,300	New	+$521K	﹤0.01%	8606

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

Jeff Yass's SHLD Position: Q2 2026 in Review

Jeff Yass reduced its Global X Defense Tech ETF (SHLD) stake by 23% in Q2 2026, selling an estimated $4.32M and leaving 214,462 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Jeff Yass first reported a position in SHLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.8M in Q1 2026. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Jeff Yass held 214,462 shares of Global X Defense Tech ETF worth $12.8M as of Q2 2026.
Jeff Yass sold 64,909 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.32M.
Global X Defense Tech ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3007 holding.
Jeff Yass first reported a position in Global X Defense Tech ETF in Q3 2023 and has held it in 12 quarters since.
Jeff Yass's Global X Defense Tech ETF position peaked at $19.8M in Q1 2026.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.