Principal Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Principal Financial Group’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	$3.33M	Buy	55,798 +2,533	+5%	+$169K	﹤0.01%	1760
2026 Q1	$3.77M	Sell	53,265 -2,999	-5%	-$223K	﹤0.01%	1705
2025 Q4	$3.65M	Buy	56,264 +13,045	+30%	+$859K	﹤0.01%	1716
2025 Q3	$3.04M	Buy	43,219 +15,180	+54%	+$953K	﹤0.01%	1738
2025 Q2	$1.69M	Buy	+28,039	New	+$1.51M	﹤0.01%	1822

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

Principal Financial Group's SHLD Position: Q2 2026 in Review

Principal Financial Group increased its Global X Defense Tech ETF (SHLD) stake by 4.8% in Q2 2026, buying an estimated $169K and bringing the position to 55,798 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Principal Financial Group first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.77M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Principal Financial Group held 55,798 shares of Global X Defense Tech ETF worth $3.33M as of Q2 2026.
Principal Financial Group bought 2,533 Global X Defense Tech ETF shares in Q2 2026, an estimated $169K.
Global X Defense Tech ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1760 holding.
Principal Financial Group first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Principal Financial Group's Global X Defense Tech ETF position peaked at $3.77M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.