Steward Partners Investment Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

Steward Partners Investment Advisory’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	$6.61M	Sell	110,759 -57,579	-34%	-$3.83M	0.03%	469
2026 Q1	$11.9M	Buy	168,338 +23,870	+17%	+$1.78M	0.06%	293
2025 Q4	$9.36M	Buy	144,468 +17,874	+14%	+$1.18M	0.05%	309
2025 Q3	$8.89M	Buy	126,594 +54,809	+76%	+$3.44M	0.05%	311
2025 Q2	$4.33M	Buy	71,785 +63,566	+773%	+$3.42M	0.03%	467
2025 Q1	$383K	Buy	8,219 +4,430	+117%	+$188K	﹤0.01%	1331
2024 Q4	$142K	Buy	3,789 +2,755	+266%	+$106K	﹤0.01%	1794
2024 Q3	$38.5K	Buy	1,034 +550	+114%	+$19.6K	﹤0.01%	2363
2024 Q2	$16K	Hold	484	–	–	﹤0.01%	2609
2024 Q1	$16.1K	Buy	+484	New	+$14.5K	﹤0.01%	2615

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

Steward Partners Investment Advisory's SHLD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Global X Defense Tech ETF (SHLD) stake by 34% in Q2 2026, selling an estimated $3.83M and leaving 110,759 shares worth $6.61M. The position accounts for 0.03% of the portfolio, ranked #469.

Steward Partners Investment Advisory first reported a position in SHLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Steward Partners Investment Advisory held 110,759 shares of Global X Defense Tech ETF worth $6.61M as of Q2 2026.
Steward Partners Investment Advisory sold 57,579 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.83M.
Global X Defense Tech ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #469 holding.
Steward Partners Investment Advisory first reported a position in Global X Defense Tech ETF in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Global X Defense Tech ETF position peaked at $11.9M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.