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Relyea Zuckerberg Hanson’s Global X Defense Tech ETF SHLD Stock Holding History

Relyea Zuckerberg Hanson’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 		$201K Hold
3,372
– – 0.02% 298
2026
Q1 		$239K Buy
+3,372
New +$251K 0.02% 241

Other funds holding SHLD

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Relyea Zuckerberg Hanson's SHLD Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 3,372 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #298.

Relyea Zuckerberg Hanson first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $239K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Relyea Zuckerberg Hanson held 3,372 shares of Global X Defense Tech ETF worth $201K as of Q2 2026.
  • Relyea Zuckerberg Hanson left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #298 holding.
  • Relyea Zuckerberg Hanson first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Relyea Zuckerberg Hanson's Global X Defense Tech ETF position peaked at $239K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.