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Smartleaf Asset Management’s Global X Defense Tech ETF SHLD Stock Holding History

Smartleaf Asset Management’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 		$355K Hold
6,046
– – 0.01% 642
2026
Q1 		$413K Buy
6,046
+1,545
+34% +$115K 0.01% 579
2025
Q4 		$294K Buy
4,501
+1,169
+35% +$77K 0.01% 657
2025
Q3 		$230K Buy
+3,332
New +$209K 0.01% 679

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

Smartleaf Asset Management's SHLD Position: Q2 2026 in Review

Smartleaf Asset Management held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 6,046 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #642.

Smartleaf Asset Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $413K in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Smartleaf Asset Management held 6,046 shares of Global X Defense Tech ETF worth $355K as of Q2 2026.
  • Smartleaf Asset Management left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #642 holding.
  • Smartleaf Asset Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's Global X Defense Tech ETF position peaked at $413K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.