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Salomon & Ludwin’s Global X Defense Tech ETF SHLD Stock Holding History

Salomon & Ludwin’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 		$245 Hold
4
– – ﹤0.01% 2081
2026
Q1 		$296 Buy
+4
New +$298 ﹤0.01% 2057

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

Salomon & Ludwin's SHLD Position: Q2 2026 in Review

Salomon & Ludwin held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 4 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Salomon & Ludwin first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $296 in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Salomon & Ludwin held 4 shares of Global X Defense Tech ETF worth $245 as of Q2 2026.
  • Salomon & Ludwin left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #2081 holding.
  • Salomon & Ludwin first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Salomon & Ludwin's Global X Defense Tech ETF position peaked at $296 in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.