CIBC Private Wealth Group’s Global X Defense Tech ETF SHLD Stock Holding History

CIBC Private Wealth Group’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 Q4	$429K	Buy	6,625 +65	+1%	+$4.28K	﹤0.01%	931
2025 Q3	$461K	Buy	+6,560	New	+$412K	﹤0.01%	884
2025 Q1	–	Sell	-50	Closed	-$1.88K	–	3251
2024 Q4	$1.88K	Hold	50	–	–	﹤0.01%	2712
2024 Q3	$1.86K	Hold	50	–	–	﹤0.01%	2813
2024 Q2	$1.67K	Hold	50	–	–	﹤0.01%	2794
2024 Q1	$1.66K	Buy	+50	New	+$1.5K	﹤0.01%	2780

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group's SHLD Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Global X Defense Tech ETF (SHLD) stake by 0.99% in Q4 2025, buying an estimated $4.28K and bringing the position to 6,625 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

CIBC Private Wealth Group first reported a position in SHLD in Q1 2024 and has held it in 6 quarters since. The position peaked at $461K in Q3 2025. 492 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

CIBC Private Wealth Group held 6,625 shares of Global X Defense Tech ETF worth $429K as of Q4 2025.
CIBC Private Wealth Group bought 65 Global X Defense Tech ETF shares in Q4 2025, an estimated $4.28K.
Global X Defense Tech ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #931 holding.
CIBC Private Wealth Group first reported a position in Global X Defense Tech ETF in Q1 2024 and has held it in 6 quarters since.
CIBC Private Wealth Group's Global X Defense Tech ETF position peaked at $461K in Q3 2025.
492 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.