Markowski Investments’s Global X Defense Tech ETF SHLD Stock Holding History

Markowski Investments’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	$76.9K	Buy	+1,289	New	+$85.8K	0.02%	178

Other funds holding SHLD

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Markowski Investments's SHLD Position: Q2 2026 in Review

Markowski Investments opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 1,289 shares worth $76.9K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

508 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Markowski Investments held 1,289 shares of Global X Defense Tech ETF worth $76.9K as of Q2 2026.
Global X Defense Tech ETF was a new Markowski Investments position in Q2 2026.
Global X Defense Tech ETF made up 0.02% of Markowski Investments's portfolio in Q2 2026, its #178 holding.
508 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.