P
SHLD icon

&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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's SHLD Position: Q1 2026 in Review

&Partners increased its Global X Defense Tech ETF (SHLD) stake by 52% in Q1 2026, buying an estimated $125K and bringing the position to 4,911 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

&Partners first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • &Partners held 4,911 shares of Global X Defense Tech ETF worth $348K as of Q1 2026.
  • &Partners bought 1,679 Global X Defense Tech ETF shares in Q1 2026, an estimated $125K.
  • Global X Defense Tech ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1895 holding.
  • &Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.