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

Pinnacle Bancorp’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	$1.73K	Sell	29 -1	-3%	-$67	﹤0.01%	903
2026 Q1	$2.13K	Hold	30	–	–	﹤0.01%	862
2025 Q4	$1.94K	Sell	30 -49	-62%	-$3.23K	﹤0.01%	848
2025 Q3	$5.55K	Hold	79	–	–	﹤0.01%	802
2025 Q2	$4.76K	Buy	+79	New	+$4.25K	﹤0.01%	803

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 Bancorp's SHLD Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Global X Defense Tech ETF (SHLD) stake by 3.3% in Q2 2026, selling an estimated $67 and leaving 29 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Pinnacle Bancorp first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.55K in Q3 2025. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Pinnacle Bancorp held 29 shares of Global X Defense Tech ETF worth $1.73K as of Q2 2026.
Pinnacle Bancorp sold 1 Global X Defense Tech ETF share in Q2 2026, an estimated $67.
Global X Defense Tech ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #903 holding.
Pinnacle Bancorp first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Pinnacle Bancorp's Global X Defense Tech ETF position peaked at $5.55K in Q3 2025.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.