Y.D. More Investments’s Global X Defense Tech ETF SHLD Stock Holding History

Y.D. More Investments’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	$1M	Sell	16,804 -1,092	-6%	-$72.7K	0.03%	129
2026 Q1	$1.27M	Buy	17,896 +709	+4%	+$52.8K	0.05%	103
2025 Q4	$1.12M	Sell	17,187 -7,388	-30%	-$486K	0.05%	121
2025 Q3	$1.73M	Buy	24,575 +3,000	+14%	+$188K	0.1%	94
2025 Q2	$1.3M	Sell	21,575 -425	-2%	-$22.8K	0.09%	109
2025 Q1	$1.02M	Hold	22,000	–	–	0.09%	113
2024 Q4	$2.26K	Sell	22,000 -1,700	-7%	-$65.7K	﹤0.01%	399
2024 Q3	$2.38K	Buy	23,700 +1,400	+6%	+$49.8K	﹤0.01%	383
2024 Q2	$1.97K	Buy	+22,300	New	+$741K	﹤0.01%	391

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

Y.D. More Investments's SHLD Position: Q2 2026 in Review

Y.D. More Investments reduced its Global X Defense Tech ETF (SHLD) stake by 6.1% in Q2 2026, selling an estimated $72.7K and leaving 16,804 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #129.

Y.D. More Investments first reported a position in SHLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Y.D. More Investments held 16,804 shares of Global X Defense Tech ETF worth $1M as of Q2 2026.
Y.D. More Investments sold 1,092 Global X Defense Tech ETF shares in Q2 2026, an estimated $72.7K.
Global X Defense Tech ETF made up 0.03% of Y.D. More Investments's portfolio in Q2 2026, its #129 holding.
Y.D. More Investments first reported a position in Global X Defense Tech ETF in Q2 2024 and has held it in 9 quarters since.
Y.D. More Investments's Global X Defense Tech ETF position peaked at $1.73M in Q3 2025.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.