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

NewEdge 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 Q1	$34.1M	Buy	482,011 +106,227	+28%	+$7.91M	0.12%	167
2025 Q4	$24.3M	Buy	375,784 +67,497	+22%	+$4.44M	0.09%	213
2025 Q3	$21.7M	Buy	308,287 +286,496	+1,315%	+$18M	0.1%	211
2025 Q2	$1.31M	Sell	21,791 -6,310	-22%	-$339K	0.01%	1134
2025 Q1	$1.31M	Buy	28,101 +27,998	+27,183%	+$1.19M	0.01%	1043
2024 Q4	$3.85K	Buy	+103	New	+$3.98K	﹤0.01%	3302

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NewEdge Advisors's SHLD Position: Q1 2026 in Review

NewEdge Advisors increased its Global X Defense Tech ETF (SHLD) stake by 28% in Q1 2026, buying an estimated $7.91M and bringing the position to 482,011 shares worth $34.1M. The position accounts for 0.12% of the portfolio, ranked #167.

NewEdge Advisors first reported a position in SHLD in Q4 2024 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

NewEdge Advisors held 482,011 shares of Global X Defense Tech ETF worth $34.1M as of Q1 2026.
NewEdge Advisors bought 106,227 Global X Defense Tech ETF shares in Q1 2026, an estimated $7.91M.
Global X Defense Tech ETF made up 0.12% of NewEdge Advisors's portfolio in Q1 2026, its #167 holding.
NewEdge Advisors first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 6 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.