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

Parallel 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	$745K	Buy	12,470 +5,000	+67%	+$333K	0.01%	636
2026 Q1	$529K	Buy	7,470 +1,196	+19%	+$89.1K	0.01%	703
2025 Q4	$407K	Buy	6,274 +3,007	+92%	+$198K	0.01%	763
2025 Q3	$230K	Buy	3,267 +1,565	+92%	+$98.2K	﹤0.01%	991
2025 Q2	$103K	Buy	+1,702	New	+$91.5K	﹤0.01%	1342
2024 Q4	–	Sell	-332	Closed	-$12.4K	–	3604
2024 Q3	$12.4K	Hold	332	–	–	﹤0.01%	2320
2024 Q2	$11K	Buy	+332	New	+$11K	﹤0.01%	2275

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

Parallel Advisors's SHLD Position: Q2 2026 in Review

Parallel Advisors increased its Global X Defense Tech ETF (SHLD) stake by 67% in Q2 2026, buying an estimated $333K and bringing the position to 12,470 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #636.

Parallel Advisors first reported a position in SHLD in Q2 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Parallel Advisors held 12,470 shares of Global X Defense Tech ETF worth $745K as of Q2 2026.
Parallel Advisors bought 5,000 Global X Defense Tech ETF shares in Q2 2026, an estimated $333K.
Global X Defense Tech ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #636 holding.
Parallel Advisors first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 7 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.