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

Confluence Investment Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.69M Sell
160,759
-58,611
-27% -$3.53M 0.14% 111
2025
Q1 		$10.2M Buy
+219,370
New +$10.2M 0.15% 106