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 Q3	$591K	Buy	9,835 +120	+1%	+$7.68K	0.01%	640
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Pinnacle Associates's SHLD Position: Q3 2026 in Review

Pinnacle Associates increased its Global X Defense Tech ETF (SHLD) stake by 1.2% in Q3 2026, buying an estimated $7.68K and bringing the position to 9,835 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #640.

Pinnacle Associates first reported a position in SHLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $688K in Q1 2026. 350 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Pinnacle Associates held 9,835 shares of Global X Defense Tech ETF worth $591K as of Q3 2026.
Pinnacle Associates bought 120 Global X Defense Tech ETF shares in Q3 2026, an estimated $7.68K.
Global X Defense Tech ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #640 holding.
Pinnacle Associates first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 7 quarters since.
Pinnacle Associates's Global X Defense Tech ETF position peaked at $688K in Q1 2026.
350 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.