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

Concurrent Investment 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
Q2 		$6.04M Buy
101,207
+16,897
+20% +$1.12M 0.05% 388
2026
Q1 		$5.97M Buy
84,310
+28,984
+52% +$2.16M 0.06% 318
2025
Q4 		$3.58M Buy
55,326
+14,341
+35% +$944K 0.04% 412
2025
Q3 		$2.88M Buy
+40,985
New +$2.57M 0.05% 364

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Concurrent Investment Advisors's SHLD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X Defense Tech ETF (SHLD) stake by 20% in Q2 2026, buying an estimated $1.12M and bringing the position to 101,207 shares worth $6.04M. The position accounts for 0.05% of the portfolio, ranked #388.

Concurrent Investment Advisors first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Concurrent Investment Advisors held 101,207 shares of Global X Defense Tech ETF worth $6.04M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,897 Global X Defense Tech ETF shares in Q2 2026, an estimated $1.12M.
  • Global X Defense Tech ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #388 holding.
  • Concurrent Investment Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.