Regal Investment Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Regal Investment Advisors’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	$516K	Buy	8,639 +2,659	+44%	+$177K	0.03%	457
2026 Q1	$424K	Buy	5,980 +1,257	+27%	+$93.6K	0.02%	463
2025 Q4	$306K	Sell	4,723 -375	-7%	-$24.7K	0.02%	511
2025 Q3	$358K	Buy	5,098 +19	+0.4%	+$1.19K	0.02%	435
2025 Q2	$306K	Buy	+5,079	New	+$273K	0.02%	419

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

Regal Investment Advisors's SHLD Position: Q2 2026 in Review

Regal Investment Advisors increased its Global X Defense Tech ETF (SHLD) stake by 44% in Q2 2026, buying an estimated $177K and bringing the position to 8,639 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #457.

Regal Investment Advisors first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Regal Investment Advisors held 8,639 shares of Global X Defense Tech ETF worth $516K as of Q2 2026.
Regal Investment Advisors bought 2,659 Global X Defense Tech ETF shares in Q2 2026, an estimated $177K.
Global X Defense Tech ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #457 holding.
Regal Investment Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.