Avantax Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$652K	Buy	+10,818	New	+$581K	﹤0.01%	1427

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Avantax Advisory Services's SHLD Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2025: 10,818 shares worth $652K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings.

252 funds tracked by Wall St. Rank hold SHLD as of Q2 2025.

Avantax Advisory Services held 10,818 shares of Global X Defense Tech ETF worth $652K as of Q2 2025.
Global X Defense Tech ETF was a new Avantax Advisory Services position in Q2 2025.
Global X Defense Tech ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1427 holding.
252 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.