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Moors & Cabot’s Global X Defense Tech ETF SHLD Stock Holding History

Moors & Cabot’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 		$633K Buy
10,600
+5,459
+106% +$363K 0.02% 501
2026
Q1 		$364K Buy
+5,141
New +$383K 0.02% 641

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

Moors & Cabot's SHLD Position: Q2 2026 in Review

Moors & Cabot increased its Global X Defense Tech ETF (SHLD) stake by 106% in Q2 2026, buying an estimated $363K and bringing the position to 10,600 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #501.

Moors & Cabot first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Moors & Cabot held 10,600 shares of Global X Defense Tech ETF worth $633K as of Q2 2026.
  • Moors & Cabot bought 5,459 Global X Defense Tech ETF shares in Q2 2026, an estimated $363K.
  • Global X Defense Tech ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #501 holding.
  • Moors & Cabot first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.