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

Perennial Investment 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	$5.89M	Buy	98,691 +17,956	+22%	+$1.2M	0.39%	47
2026 Q1	$5.72M	Buy	80,735 +27,517	+52%	+$2.05M	0.46%	45
2025 Q4	$3.45M	Buy	53,218 +1,120	+2%	+$73.7K	0.27%	74
2025 Q3	$3.66M	Buy	+52,098	New	+$3.27M	0.3%	65

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

Perennial Investment Advisors's SHLD Position: Q2 2026 in Review

Perennial Investment Advisors increased its Global X Defense Tech ETF (SHLD) stake by 22% in Q2 2026, buying an estimated $1.2M and bringing the position to 98,691 shares worth $5.89M. The position accounts for 0.39% of the portfolio, ranked #47.

Perennial Investment Advisors 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.

Perennial Investment Advisors held 98,691 shares of Global X Defense Tech ETF worth $5.89M as of Q2 2026.
Perennial Investment Advisors bought 17,956 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.2M.
Global X Defense Tech ETF made up 0.39% of Perennial Investment Advisors's portfolio in Q2 2026, its #47 holding.
Perennial Investment Advisors 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.