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

Van Hulzen 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	$2.21M	Buy	36,957 +1,171	+3%	+$77.9K	0.16%	104
2026 Q1	$2.54M	Buy	35,786 +197	+0.6%	+$14.7K	0.19%	91
2025 Q4	$2.31M	Buy	+35,589	New	+$2.34M	0.17%	93

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

Van Hulzen Asset Management's SHLD Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Global X Defense Tech ETF (SHLD) stake by 3.3% in Q2 2026, buying an estimated $77.9K and bringing the position to 36,957 shares worth $2.21M. The position accounts for 0.16% of the portfolio, ranked #104.

Van Hulzen Asset Management first reported a position in SHLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Van Hulzen Asset Management held 36,957 shares of Global X Defense Tech ETF worth $2.21M as of Q2 2026.
Van Hulzen Asset Management bought 1,171 Global X Defense Tech ETF shares in Q2 2026, an estimated $77.9K.
Global X Defense Tech ETF made up 0.16% of Van Hulzen Asset Management's portfolio in Q2 2026, its #104 holding.
Van Hulzen Asset Management first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 3 quarters since.
Van Hulzen Asset Management's Global X Defense Tech ETF position peaked at $2.54M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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