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

Claro 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 Q3	$4.6M	Sell	76,558 -7,519	-9%	-$481K	0.45%	45
2026 Q2	$5.02M	Buy	84,077 +17,294	+26%	+$1.15M	0.53%	37
2026 Q1	$4.73M	Buy	66,783 +19,493	+41%	+$1.45M	0.57%	38
2025 Q4	$3.06M	Buy	47,290 +5,387	+13%	+$355K	0.42%	51
2025 Q3	$2.94M	Buy	+41,903	New	+$2.63M	0.43%	47

Other funds holding SHLD

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Claro Advisors's SHLD Position: Q3 2026 in Review

Claro Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 8.9% in Q3 2026, selling an estimated $481K and leaving 76,558 shares worth $4.6M. The position accounts for 0.45% of the portfolio, ranked #45.

Claro Advisors first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.02M in Q2 2026. 317 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Claro Advisors held 76,558 shares of Global X Defense Tech ETF worth $4.6M as of Q3 2026.
Claro Advisors sold 7,519 Global X Defense Tech ETF shares in Q3 2026, an estimated $481K.
Global X Defense Tech ETF made up 0.45% of Claro Advisors's portfolio in Q3 2026, its #45 holding.
Claro Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
Claro Advisors's Global X Defense Tech ETF position peaked at $5.02M in Q2 2026.
317 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.