Jefferies Group's SHLD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,198 shares of Global X Defense Tech ETF (SHLD) worth $489,503, representing 0.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Jefferies Group has initiated a new position in SHLD, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 528 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Global X Defense Tech ETF (SHLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global X Defense Tech ETF (SHLD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +528 | Add 6.88% | 8,198 | $59.71 |
| Q1 2026 | +7,670 | New Buy | 7,670 | $70.84 |
Jefferies Group's Global X Defense Tech ETF Investment FAQs
Jefferies Group first purchased Global X Defense Tech ETF (SHLD) in Q1 2026, acquiring 7,670 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Global X Defense Tech ETF (SHLD) for 2 quarters since Q1 2026.
Jefferies Group's largest addition to Global X Defense Tech ETF (SHLD) was in Q1 2026, adding 7,670 shares worth $543,343.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,198 shares of Global X Defense Tech ETF (SHLD), valued at approximately $489,503.
As of the Q2 2026 filing, Global X Defense Tech ETF (SHLD) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Global X Defense Tech ETF (SHLD) was 8,198 shares, as reported at the end of Q2 2026.