Richmond Investment Services’s Global X Defense Tech ETF SHLD Stock Holding History

Richmond Investment 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	–	Sell	-5,639	Closed	-$400K	–	229
2026 Q1	$400K	Buy	5,639 +119	+2%	+$8.87K	0.06%	176
2025 Q4	$358K	Buy	+5,520	New	+$363K	0.06%	166

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

Richmond Investment Services's SHLD Position: Q2 2026 in Review

Richmond Investment Services sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 5,639 shares — an estimated $400K sold.

Richmond Investment Services first reported a position in SHLD in Q4 2025 and held it in 2 quarters. The position peaked at $400K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Richmond Investment Services reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 5,639 Global X Defense Tech ETF shares in Q2 2026, an estimated $400K.
Richmond Investment Services first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 2 quarters.
Richmond Investment Services's Global X Defense Tech ETF position peaked at $400K in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.