NBC Securities
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NBC Securities’s Global X Defense Tech ETF SHLD Stock Holding History

NBC Securities’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
Q3 		$181K Buy
3,018
+238
+9% +$15.2K 0.01% 884
2026
Q2 		$166K Sell
2,780
-1,103
-28% -$73.4K 0.01% 913
2026
Q1 		$275K Buy
3,883
+169
+5% +$12.6K 0.02% 727
2025
Q4 		$241K Buy
3,714
+583
+19% +$38.4K 0.02% 776
2025
Q3 		$220K Buy
3,131
+2,417
+339% +$152K 0.02% 798
2025
Q2 		$43K Buy
714
+482
+208% +$25.9K ﹤0.01% 1386
2025
Q1 		$10K Buy
+232
New +$9.8K ﹤0.01% 1736
2024
Q4 		– Sell
-32
Closed -$1K – 1931
2024
Q3 		$1K Hold
32
– – ﹤0.01% 2102
2024
Q2 		$1K Hold
32
– – ﹤0.01% 2063
2024
Q1 		$1K Buy
+32
New +$962 ﹤0.01% 2130

Other funds holding SHLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

NBC Securities's SHLD Position: Q3 2026 in Review

NBC Securities increased its Global X Defense Tech ETF (SHLD) stake by 8.6% in Q3 2026, buying an estimated $15.2K and bringing the position to 3,018 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #884.

NBC Securities first reported a position in SHLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $275K in Q1 2026. 470 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • NBC Securities held 3,018 shares of Global X Defense Tech ETF worth $181K as of Q3 2026.
  • NBC Securities bought 238 Global X Defense Tech ETF shares in Q3 2026, an estimated $15.2K.
  • Global X Defense Tech ETF made up 0.01% of NBC Securities's portfolio in Q3 2026, its #884 holding.
  • NBC Securities first reported a position in Global X Defense Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • NBC Securities's Global X Defense Tech ETF position peaked at $275K in Q1 2026.
  • 470 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.