Lido Advisors
SHLD icon

Lido Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Lido 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 		$445K Buy
+7,433
New +$495K ﹤0.01% 1542
2026
Q1 		– Sell
-3,773
Closed -$265K – 2114
2025
Q4 		$265K Hold
3,773
– – ﹤0.01% 1632
2025
Q3 		$265K Buy
+3,773
New +$237K ﹤0.01% 1549

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

Lido Advisors's SHLD Position: Q2 2026 in Review

Lido Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 7,433 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1542 among its holdings. This is a return to the name: Lido Advisors previously reported a position in SHLD as recently as Q4 2025.

Lido Advisors first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Lido Advisors held 7,433 shares of Global X Defense Tech ETF worth $445K as of Q2 2026.
  • Global X Defense Tech ETF was a new Lido Advisors position in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1542 holding.
  • Lido Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.