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

LPL Financial’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	$316M	Buy	5,291,103 +319,980	+6%	+$21.3M	0.07%	281
2026 Q1	$352M	Buy	4,971,123 +1,312,802	+36%	+$97.8M	0.09%	216
2025 Q4	$237M	Buy	3,658,321 +466,771	+15%	+$30.7M	0.06%	289
2025 Q3	$224M	Buy	3,191,550 +1,195,874	+60%	+$75.1M	0.07%	282
2025 Q2	$120M	Buy	1,995,676 +832,860	+72%	+$44.8M	0.04%	414
2025 Q1	$54.1M	Buy	1,162,816 +863,115	+288%	+$36.6M	0.02%	654
2024 Q4	$11.2M	Buy	299,701 +168,412	+128%	+$6.51M	﹤0.01%	1458
2024 Q3	$4.89M	Buy	131,289 +101,450	+340%	+$3.61M	﹤0.01%	2013
2024 Q2	$989K	Buy	+29,839	New	+$991K	﹤0.01%	3265

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial's SHLD Position: Q2 2026 in Review

LPL Financial increased its Global X Defense Tech ETF (SHLD) stake by 6.4% in Q2 2026, buying an estimated $21.3M and bringing the position to 5,291,103 shares worth $316M. The position accounts for 0.07% of the portfolio, ranked #281.

LPL Financial first reported a position in SHLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $352M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

LPL Financial held 5,291,103 shares of Global X Defense Tech ETF worth $316M as of Q2 2026.
LPL Financial bought 319,980 Global X Defense Tech ETF shares in Q2 2026, an estimated $21.3M.
Global X Defense Tech ETF made up 0.07% of LPL Financial's portfolio in Q2 2026, its #281 holding.
LPL Financial first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 9 quarters since.
LPL Financial's Global X Defense Tech ETF position peaked at $352M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.