Cerity Partners
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Cerity Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Cerity Partners’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,887
Closed -$1.08M – 2609
2024
Q4 		$1.08M Hold
28,887
– – ﹤0.01% 1372
2024
Q3 		$1.08M Buy
+28,887
New +$1.08M ﹤0.01% 1358