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Vise Technologies’s Global X Defense Tech ETF SHLD Stock Holding History

Vise Technologies’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
Q1 		$3.17M Hold
48,881
– – 0.06% 250
2025
Q4 		$3.17M Buy
48,881
+17,337
+55% +$1.14M 0.06% 251
2025
Q3 		$2.22M Buy
+31,544
New +$1.98M 0.08% 234

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies's SHLD Position: Q1 2026 in Review

Vise Technologies held its Global X Defense Tech ETF (SHLD) position steady in Q1 2026 at 48,881 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #250.

Vise Technologies first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Vise Technologies held 48,881 shares of Global X Defense Tech ETF worth $3.17M as of Q1 2026.
  • Vise Technologies left its Global X Defense Tech ETF share count unchanged in Q1 2026.
  • Global X Defense Tech ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #250 holding.
  • Vise Technologies first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.