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

&Partners’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 		$4.11M Buy
68,100
+63,189
+1,287% +$4.21M 0.02% 676
2026
Q1 		$348K Buy
4,911
+1,679
+52% +$125K ﹤0.01% 1895
2025
Q4 		$209K Sell
3,232
-38
-1% -$2.5K ﹤0.01% 2124
2025
Q3 		$230K Buy
+3,270
New +$205K ﹤0.01% 1895

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

&Partners's SHLD Position: Q2 2026 in Review

&Partners increased its Global X Defense Tech ETF (SHLD) stake by 1,287% in Q2 2026, buying an estimated $4.21M and bringing the position to 68,100 shares worth $4.11M. The position accounts for 0.02% of the portfolio, ranked #676.

&Partners first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • &Partners held 68,100 shares of Global X Defense Tech ETF worth $4.11M as of Q2 2026.
  • &Partners bought 63,189 Global X Defense Tech ETF shares in Q2 2026, an estimated $4.21M.
  • Global X Defense Tech ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #676 holding.
  • &Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.