Pinnacle Associates’s Global X Defense Tech ETF SHLD Stock Holding History

Pinnacle Associates’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	$580K	Hold	9,715	–	–	0.01%	656
2026 Q1	$688K	Buy	9,715 +40	+0.4%	+$2.98K	0.01%	595
2025 Q4	$627K	Hold	9,675	–	–	0.01%	606
2025 Q3	$680K	Hold	9,675	–	–	0.01%	580
2025 Q2	$583K	Buy	9,675 +825	+9%	+$44.3K	0.01%	601
2025 Q1	$412K	Buy	+8,850	New	+$375K	0.01%	653

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

Pinnacle Associates's SHLD Position: Q2 2026 in Review

Pinnacle Associates held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 9,715 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #656.

Pinnacle Associates first reported a position in SHLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $688K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Pinnacle Associates held 9,715 shares of Global X Defense Tech ETF worth $580K as of Q2 2026.
Pinnacle Associates left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #656 holding.
Pinnacle Associates first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 6 quarters since.
Pinnacle Associates's Global X Defense Tech ETF position peaked at $688K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.