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Kelly Financial Services’s Global X Defense Tech ETF SHLD Stock Holding History

Kelly Financial 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 		$9.39M Buy
157,258
+19,276
+14% +$1.28M 2.01% 17
2026
Q1 		$9.74M Buy
137,982
+36,752
+36% +$2.74M 2.35% 17
2025
Q4 		$6.56M Buy
101,230
+5,625
+6% +$370K 1.64% 19
2025
Q3 		$6.72M Buy
+95,605
New +$6M 1.74% 19

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kelly Financial Services's SHLD Position: Q2 2026 in Review

Kelly Financial Services increased its Global X Defense Tech ETF (SHLD) stake by 14% in Q2 2026, buying an estimated $1.28M and bringing the position to 157,258 shares worth $9.39M. The position accounts for 2.01% of the portfolio, ranked #17.

Kelly Financial Services first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.74M in Q1 2026. 240 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Kelly Financial Services held 157,258 shares of Global X Defense Tech ETF worth $9.39M as of Q2 2026.
  • Kelly Financial Services bought 19,276 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.28M.
  • Global X Defense Tech ETF made up 2.01% of Kelly Financial Services's portfolio in Q2 2026, its #17 holding.
  • Kelly Financial Services first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Kelly Financial Services's Global X Defense Tech ETF position peaked at $9.74M in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.