AWM
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AE Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

AE Wealth Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.78M Buy
145,647
+143,367
+6,288% +$8.64M 0.06% 266
2025
Q1 		$106K Buy
2,280
+1,645
+259% +$76.6K ﹤0.01% 1429
2024
Q4 		$23.8K Buy
+635
New +$23.8K ﹤0.01% 1696