Certus Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Certus Wealth Management’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 Q3	$1.62M	Buy	+23,007	New	+$1.44M	0.97%	27

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Certus Wealth Management's SHLD Position: Q3 2025 in Review

Certus Wealth Management opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2025: 23,007 shares worth $1.62M. The stake represents 0.97% of the portfolio and ranks #27 among its holdings.

421 funds tracked by Wall St. Rank hold SHLD as of Q3 2025.

Certus Wealth Management held 23,007 shares of Global X Defense Tech ETF worth $1.62M as of Q3 2025.
Global X Defense Tech ETF was a new Certus Wealth Management position in Q3 2025.
Global X Defense Tech ETF made up 0.97% of Certus Wealth Management's portfolio in Q3 2025, its #27 holding.
421 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.