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Archer Investment Management’s Global X Defense Tech ETF SHLD Stock Holding History

Archer Investment 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
Q3 		$6.76M Buy
112,531
+13,980
+14% +$895K 2.13% 10
2026
Q2 		$5.88M Buy
98,551
+27,788
+39% +$1.85M 2.01% 12
2026
Q1 		$5.01M Buy
70,763
+59,569
+532% +$4.44M 2.11% 14
2025
Q4 		$725K Buy
+11,194
New +$737K 0.39% 65

Other funds holding SHLD

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Archer Investment Management's SHLD Position: Q3 2026 in Review

Archer Investment Management increased its Global X Defense Tech ETF (SHLD) stake by 14% in Q3 2026, buying an estimated $895K and bringing the position to 112,531 shares worth $6.76M. The position accounts for 2.13% of the portfolio, ranked #10.

Archer Investment Management first reported a position in SHLD in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Archer Investment Management held 112,531 shares of Global X Defense Tech ETF worth $6.76M as of Q3 2026.
  • Archer Investment Management bought 13,980 Global X Defense Tech ETF shares in Q3 2026, an estimated $895K.
  • Global X Defense Tech ETF made up 2.13% of Archer Investment Management's portfolio in Q3 2026, its #10 holding.
  • Archer Investment Management first reported a position in Global X Defense Tech ETF in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.