Keystone Financial Group (Kentucky)’s Global X Defense Tech ETF SHLD Stock Holding History

Keystone Financial Group (Kentucky)’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	$8.32M	Buy	139,364 +33,938	+32%	+$2.26M	0.49%	35
2026 Q1	$7.47M	Buy	105,426 +25,143	+31%	+$1.87M	0.51%	38
2025 Q4	$5.2M	Buy	80,283 +6,174	+8%	+$406K	0.38%	57
2025 Q3	$5.21M	Buy	74,109 +68,824	+1,302%	+$4.32M	0.4%	52
2025 Q2	$318K	Buy	5,285 +706	+15%	+$37.9K	0.03%	304
2025 Q1	$213K	Buy	+4,579	New	+$194K	0.02%	363

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

Keystone Financial Group (Kentucky)'s SHLD Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X Defense Tech ETF (SHLD) stake by 32% in Q2 2026, buying an estimated $2.26M and bringing the position to 139,364 shares worth $8.32M. The position accounts for 0.49% of the portfolio, ranked #35.

Keystone Financial Group (Kentucky) first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Keystone Financial Group (Kentucky) held 139,364 shares of Global X Defense Tech ETF worth $8.32M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 33,938 Global X Defense Tech ETF shares in Q2 2026, an estimated $2.26M.
Global X Defense Tech ETF made up 0.49% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #35 holding.
Keystone Financial Group (Kentucky) first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.