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Channing Global Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Channing Global Advisors’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
Q1 		– Sell
-41
Closed -$2.66K – 53
2025
Q4 		$2.66K Sell
41
-8
-16% -$527 ﹤0.01% 41
2025
Q3 		$3.44K Hold
49
– – ﹤0.01% 37
2025
Q2 		$2.95K Hold
49
– – ﹤0.01% 41
2025
Q1 		$2.28K Buy
+49
New +$2.08K ﹤0.01% 42

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Channing Global Advisors's SHLD Position: Q1 2026 in Review

Channing Global Advisors sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 41 shares — an estimated $2.66K sold.

Channing Global Advisors first reported a position in SHLD in Q1 2025 and held it in 4 quarters. The position peaked at $3.44K in Q3 2025. 614 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Channing Global Advisors reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Channing Global Advisors sold 41 Global X Defense Tech ETF shares in Q1 2026, an estimated $2.66K.
  • Channing Global Advisors first reported a position in Global X Defense Tech ETF in Q1 2025 and held it in 4 quarters.
  • Channing Global Advisors's Global X Defense Tech ETF position peaked at $3.44K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Channing Global Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.