UBS AM’s Global X Defense Tech ETF SHLD Stock Holding History

UBS AM’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	$9.55K	Hold	160	–	–	﹤0.01%	3292
2026 Q1	$11.3K	Buy	+160	New	+$11.9K	﹤0.01%	3282

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

UBS AM's SHLD Position: Q2 2026 in Review

UBS AM held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 160 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

UBS AM first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.3K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

UBS AM held 160 shares of Global X Defense Tech ETF worth $9.55K as of Q2 2026.
UBS AM left its Global X Defense Tech ETF share count unchanged in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3292 holding.
UBS AM first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
UBS AM's Global X Defense Tech ETF position peaked at $11.3K in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.