Prospera Financial Services’s Global X Defense Tech ETF SHLD Stock Holding History

Prospera Financial Services’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	$527K	Sell	8,834 -5,270	-37%	-$351K	0.01%	1018
2026 Q1	$999K	Buy	14,104 +2,888	+26%	+$215K	0.02%	709
2025 Q4	$727K	Buy	11,216 +1,377	+14%	+$90.7K	0.01%	797
2025 Q3	$691K	Buy	9,839 +4,352	+79%	+$273K	0.01%	822
2025 Q2	$331K	Buy	+5,487	New	+$295K	0.01%	1068

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

Prospera Financial Services's SHLD Position: Q2 2026 in Review

Prospera Financial Services reduced its Global X Defense Tech ETF (SHLD) stake by 37% in Q2 2026, selling an estimated $351K and leaving 8,834 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #1018.

Prospera Financial Services first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $999K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Prospera Financial Services held 8,834 shares of Global X Defense Tech ETF worth $527K as of Q2 2026.
Prospera Financial Services sold 5,270 Global X Defense Tech ETF shares in Q2 2026, an estimated $351K.
Global X Defense Tech ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1018 holding.
Prospera Financial Services first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Prospera Financial Services's Global X Defense Tech ETF position peaked at $999K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.