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

Stifel Financial’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	$58.1M	Buy	973,435 +394,697	+68%	+$26.3M	0.05%	355
2026 Q1	$41M	Buy	578,738 +68,239	+13%	+$5.08M	0.04%	412
2025 Q4	$33.1M	Buy	510,499 +27,903	+6%	+$1.84M	0.03%	462
2025 Q3	$33.9M	Sell	482,596 -3,867	-0.8%	-$243K	0.03%	461
2025 Q2	$29.3M	Sell	486,463 -141,624	-23%	-$7.61M	0.03%	476
2025 Q1	$29.2M	Buy	628,087 +605,654	+2,700%	+$25.7M	0.03%	443
2024 Q4	$839K	Buy	22,433 +8,598	+62%	+$332K	﹤0.01%	2363
2024 Q3	$515K	Sell	13,835 -1,099	-7%	-$39.1K	﹤0.01%	2663
2024 Q2	$495K	Buy	+14,934	New	+$496K	﹤0.01%	2628

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

Stifel Financial's SHLD Position: Q2 2026 in Review

Stifel Financial increased its Global X Defense Tech ETF (SHLD) stake by 68% in Q2 2026, buying an estimated $26.3M and bringing the position to 973,435 shares worth $58.1M. The position accounts for 0.05% of the portfolio, ranked #355.

Stifel Financial first reported a position in SHLD in Q2 2024 and has held it in 9 quarters since. 607 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Stifel Financial held 973,435 shares of Global X Defense Tech ETF worth $58.1M as of Q2 2026.
Stifel Financial bought 394,697 Global X Defense Tech ETF shares in Q2 2026, an estimated $26.3M.
Global X Defense Tech ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #355 holding.
Stifel Financial first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 9 quarters since.
607 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.