Roble Belko & Company’s Global X Defense Tech ETF SHLD Stock Holding History

Roble Belko & Company’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	$2K	Hold	29	–	–	﹤0.01%	399
2026 Q1	$2K	Buy	+29	New	+$2.16K	﹤0.01%	400

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

Roble Belko & Company's SHLD Position: Q2 2026 in Review

Roble Belko & Company held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Roble Belko & Company first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Roble Belko & Company held 29 shares of Global X Defense Tech ETF worth $2K as of Q2 2026.
Roble Belko & Company left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #399 holding.
Roble Belko & Company first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.