SBI Securities’s Global X Defense Tech ETF SHLD Stock Holding History

SBI Securities’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	$675K	Sell	11,304 -5,871	-34%	-$391K	0.02%	351
2026 Q1	$1.22M	Buy	17,175 +4,964	+41%	+$370K	0.03%	240
2025 Q4	$791K	Sell	12,211 -936	-7%	-$61.6K	0.02%	305
2025 Q3	$923K	Buy	13,147 +3,514	+36%	+$221K	0.02%	287
2025 Q2	$580K	Buy	+9,633	New	+$518K	0.02%	340

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

SBI Securities's SHLD Position: Q2 2026 in Review

SBI Securities reduced its Global X Defense Tech ETF (SHLD) stake by 34% in Q2 2026, selling an estimated $391K and leaving 11,304 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #351.

SBI Securities first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

SBI Securities held 11,304 shares of Global X Defense Tech ETF worth $675K as of Q2 2026.
SBI Securities sold 5,871 Global X Defense Tech ETF shares in Q2 2026, an estimated $391K.
Global X Defense Tech ETF made up 0.02% of SBI Securities's portfolio in Q2 2026, its #351 holding.
SBI Securities first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
SBI Securities's Global X Defense Tech ETF position peaked at $1.22M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.