Sowell Financial Services’s Global X Defense Tech ETF SHLD Stock Holding History

Sowell Financial Services’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	$544K	Sell	9,110 -24	-0.3%	-$1.6K	0.02%	618
2026 Q1	$647K	Buy	9,134 +1,713	+23%	+$128K	0.02%	558
2025 Q4	$481K	Buy	7,421 +1,184	+19%	+$78K	0.02%	659
2025 Q3	$438K	Buy	+6,237	New	+$391K	0.02%	667

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

Sowell Financial Services's SHLD Position: Q2 2026 in Review

Sowell Financial Services reduced its Global X Defense Tech ETF (SHLD) stake by 0.26% in Q2 2026, selling an estimated $1.6K and leaving 9,110 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #618.

Sowell Financial Services first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $647K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Sowell Financial Services held 9,110 shares of Global X Defense Tech ETF worth $544K as of Q2 2026.
Sowell Financial Services sold 24 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.6K.
Global X Defense Tech ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #618 holding.
Sowell Financial Services first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
Sowell Financial Services's Global X Defense Tech ETF position peaked at $647K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.