Rothschild Investment LLC’s Global X Defense Tech ETF SHLD Stock Holding History

Rothschild Investment LLC’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	$8.96K	Hold	150	–	–	﹤0.01%	1944
2026 Q1	$10.6K	Hold	150	–	–	﹤0.01%	1662
2025 Q4	$9.72K	Hold	150	–	–	﹤0.01%	1588
2025 Q3	$10.5K	Hold	150	–	–	﹤0.01%	1425
2025 Q2	$9.04K	Hold	150	–	–	﹤0.01%	1254
2025 Q1	$6.98K	Hold	150	–	–	﹤0.01%	1290
2024 Q4	$5.61K	Hold	150	–	–	﹤0.01%	1306
2024 Q3	$5.58K	Hold	150	–	–	﹤0.01%	1258
2024 Q2	$4.97K	Buy	+150	New	+$4.98K	﹤0.01%	1213

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 22.9% 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

Rothschild Investment LLC's SHLD Position: Q2 2026 in Review

Rothschild Investment LLC held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 150 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Rothschild Investment LLC first reported a position in SHLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6K in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Rothschild Investment LLC held 150 shares of Global X Defense Tech ETF worth $8.96K as of Q2 2026.
Rothschild Investment LLC left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1944 holding.
Rothschild Investment LLC first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Global X Defense Tech ETF position peaked at $10.6K in Q1 2026.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.