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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 		$5.82M Buy
97,500
+29,700
+44% +$1.98M ﹤0.01% 4314
2026
Q1 		$4.8M Buy
67,800
+38,000
+128% +$2.83M ﹤0.01% 4306
2025
Q4 		$1.93M Buy
29,800
+17,700
+146% +$1.17M ﹤0.01% 5733
2025
Q3 		$850K Buy
12,100
+3,600
+42% +$226K ﹤0.01% 7729
2025
Q2 		$512K Buy
+8,500
New +$457K ﹤0.01% 9127

Other funds holding SHLD

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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.