Arete Wealth Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24,541
Closed -$916K 800
2024
Q4
$916K Sell
24,541
-537
-2% -$20K 0.07% 270
2024
Q3
$929K Buy
+25,078
New +$929K 0.08% 233