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

Mutual 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	$2.84M	Buy	47,587 +10,362	+28%	+$690K	0.05%	333
2026 Q1	$2.64M	Buy	37,225 +17,804	+92%	+$1.33M	0.06%	314
2025 Q4	$1.26M	Buy	19,421 +13,274	+216%	+$874K	0.03%	500
2025 Q3	$419K	Buy	6,147 +2,642	+75%	+$166K	0.01%	933
2025 Q2	$217K	Buy	+3,505	New	+$188K	0.01%	1104

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

Mutual Advisors's SHLD Position: Q2 2026 in Review

Mutual Advisors increased its Global X Defense Tech ETF (SHLD) stake by 28% in Q2 2026, buying an estimated $690K and bringing the position to 47,587 shares worth $2.84M. The position accounts for 0.05% of the portfolio, ranked #333.

Mutual Advisors first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Mutual Advisors held 47,587 shares of Global X Defense Tech ETF worth $2.84M as of Q2 2026.
Mutual Advisors bought 10,362 Global X Defense Tech ETF shares in Q2 2026, an estimated $690K.
Global X Defense Tech ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #333 holding.
Mutual Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.