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Armis Advisers’s Global X Defense Tech ETF SHLD Stock Holding History

Armis Advisers’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 		$2.01M Sell
30,978
-652
-2% -$43.4K 0.18% 93
2026
Q1 		$2.02M Buy
31,630
+2,958
+10% +$220K 0.19% 91
2025
Q4 		$2.1M Buy
28,672
+15,171
+112% +$999K 0.24% 70
2025
Q3 		$929K Buy
+13,501
New +$847K 0.08% 131

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Armis Advisers's SHLD Position: Q2 2026 in Review

Armis Advisers reduced its Global X Defense Tech ETF (SHLD) stake by 2.1% in Q2 2026, selling an estimated $43.4K and leaving 30,978 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #93.

Armis Advisers first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2025. 99 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Armis Advisers held 30,978 shares of Global X Defense Tech ETF worth $2.01M as of Q2 2026.
  • Armis Advisers sold 652 Global X Defense Tech ETF shares in Q2 2026, an estimated $43.4K.
  • Global X Defense Tech ETF made up 0.18% of Armis Advisers's portfolio in Q2 2026, its #93 holding.
  • Armis Advisers first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Armis Advisers's Global X Defense Tech ETF position peaked at $2.1M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.