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

Montgomery Financial Services’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	$18.8K	Buy	+315	New	+$21K	0.02%	126

Other funds holding SHLD

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

MFG

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

Montgomery Financial Services's SHLD Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 315 shares worth $18.8K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings.

579 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Montgomery Financial Services held 315 shares of Global X Defense Tech ETF worth $18.8K as of Q2 2026.
Global X Defense Tech ETF was a new Montgomery Financial Services position in Q2 2026.
Global X Defense Tech ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #126 holding.
579 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.