Confluence Investment Management’s Global X Defense Tech ETF SHLD Stock Holding History

Confluence Investment 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	$9.36M	Sell
2025 Q2	$9.69M	Sell
2025 Q1	$10.2M	Buy