L & S Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

L & S Advisors’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	$351K	Sell	5,886 -26	-0.4%	-$1.73K	0.04%	201
2026 Q1	$419K	Buy	5,912 +370	+7%	+$27.6K	0.05%	177
2025 Q4	$359K	Buy	5,542 +1,184	+27%	+$78K	0.03%	296
2025 Q3	$306K	Buy	+4,358	New	+$274K	0.03%	287

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 22.9% 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

L & S Advisors's SHLD Position: Q2 2026 in Review

L & S Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 0.44% in Q2 2026, selling an estimated $1.73K and leaving 5,886 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #201.

L & S Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $419K in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

L & S Advisors held 5,886 shares of Global X Defense Tech ETF worth $351K as of Q2 2026.
L & S Advisors sold 26 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.73K.
Global X Defense Tech ETF made up 0.04% of L & S Advisors's portfolio in Q2 2026, its #201 holding.
L & S Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
L & S Advisors's Global X Defense Tech ETF position peaked at $419K in Q1 2026.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.