Sanctuary Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Sanctuary Advisors’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	$53.3M	Buy	892,482 +121,535	+16%	+$8.09M	0.25%	83
2026 Q1	$54.6M	Buy	770,947 +224,582	+41%	+$16.7M	0.3%	66
2025 Q4	$35.4M	Buy	546,365 +45,624	+9%	+$3M	0.19%	104
2025 Q3	$35.2M	Buy	500,741 +454,032	+972%	+$28.5M	0.2%	98
2025 Q2	$2.81M	Buy	46,709 +36,987	+380%	+$1.99M	0.02%	702
2025 Q1	$453K	Buy	9,722 +4,128	+74%	+$175K	﹤0.01%	1573
2024 Q4	$221K	Buy	5,594 +410	+8%	+$15.8K	﹤0.01%	2194
2024 Q3	$206K	Buy	+5,184	New	+$184K	﹤0.01%	2210

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

Sanctuary Advisors's SHLD Position: Q2 2026 in Review

Sanctuary Advisors increased its Global X Defense Tech ETF (SHLD) stake by 16% in Q2 2026, buying an estimated $8.09M and bringing the position to 892,482 shares worth $53.3M. The position accounts for 0.25% of the portfolio, ranked #83.

Sanctuary Advisors first reported a position in SHLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $54.6M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Sanctuary Advisors held 892,482 shares of Global X Defense Tech ETF worth $53.3M as of Q2 2026.
Sanctuary Advisors bought 121,535 Global X Defense Tech ETF shares in Q2 2026, an estimated $8.09M.
Global X Defense Tech ETF made up 0.25% of Sanctuary Advisors's portfolio in Q2 2026, its #83 holding.
Sanctuary Advisors first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Global X Defense Tech ETF position peaked at $54.6M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.