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Pinnacle Financial Partners (Georgia)’s Global X Defense Tech ETF SHLD Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$340K Buy
5,699
+212
+4% +$14.1K ﹤0.01% 956
2026
Q1 		$389K Buy
+5,487
New +$409K ﹤0.01% 873

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Morgan Stanley
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
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Pinnacle Financial Partners (Georgia)'s SHLD Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Global X Defense Tech ETF (SHLD) stake by 3.9% in Q2 2026, buying an estimated $14.1K and bringing the position to 5,699 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Pinnacle Financial Partners (Georgia) first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $389K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 5,699 shares of Global X Defense Tech ETF worth $340K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 212 Global X Defense Tech ETF shares in Q2 2026, an estimated $14.1K.
  • Global X Defense Tech ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #956 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Global X Defense Tech ETF position peaked at $389K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.