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

Merit Financial Group’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	$70M	Buy	1,172,606 +333,565	+40%	+$22.2M	0.43%	46
2026 Q1	$59.4M	Buy	839,041 +245,242	+41%	+$18.3M	0.44%	48
2025 Q4	$38.5M	Buy	593,799 +128,254	+28%	+$8.44M	0.31%	66
2025 Q3	$32.7M	Buy	465,545 +386,214	+487%	+$24.2M	0.3%	69
2025 Q2	$4.78M	Sell	79,331 -85,717	-52%	-$4.61M	0.05%	293
2025 Q1	$7.68M	Buy	165,048 +18,007	+12%	+$763K	0.12%	144
2024 Q4	$5.5M	Buy	+147,041	New	+$5.68M	0.1%	170

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

Merit Financial Group's SHLD Position: Q2 2026 in Review

Merit Financial Group increased its Global X Defense Tech ETF (SHLD) stake by 40% in Q2 2026, buying an estimated $22.2M and bringing the position to 1,172,606 shares worth $70M. The position accounts for 0.43% of the portfolio, ranked #46.

Merit Financial Group first reported a position in SHLD in Q4 2024 and has held it in 7 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Merit Financial Group held 1,172,606 shares of Global X Defense Tech ETF worth $70M as of Q2 2026.
Merit Financial Group bought 333,565 Global X Defense Tech ETF shares in Q2 2026, an estimated $22.2M.
Global X Defense Tech ETF made up 0.43% of Merit Financial Group's portfolio in Q2 2026, its #46 holding.
Merit Financial Group first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 7 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.