AWE
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Avidian Wealth Enterprises’s Global X Defense Tech ETF SHLD Stock Holding History

Avidian Wealth Enterprises’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 		$2.05M Buy
34,159
+1,022
+3% +$65.4K 0.06% 214
2026
Q2 		$1.98M Buy
33,137
+12,542
+61% +$835K 0.05% 210
2026
Q1 		$1.46M Buy
20,595
+6,068
+42% +$452K 0.05% 233
2025
Q4 		$941K Buy
14,527
+1,188
+9% +$78.2K 0.03% 238
2025
Q3 		$937K Buy
+13,339
New +$837K 0.04% 235

Other funds holding SHLD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Avidian Wealth Enterprises's SHLD Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Global X Defense Tech ETF (SHLD) stake by 3.1% in Q3 2026, buying an estimated $65.4K and bringing the position to 34,159 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #214.

Avidian Wealth Enterprises first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Avidian Wealth Enterprises held 34,159 shares of Global X Defense Tech ETF worth $2.05M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,022 Global X Defense Tech ETF shares in Q3 2026, an estimated $65.4K.
  • Global X Defense Tech ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #214 holding.
  • Avidian Wealth Enterprises first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.