Csenge Advisory Group’s Global X Defense Tech ETF SHLD Stock Holding History

Csenge Advisory 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
2026 Q2	$1.74M	Buy	29,195 +3,760	+15%	+$250K	0.07%	226
2026 Q1	$1.8M	Sell	25,435 -247	-1%	-$18.4K	0.08%	199
2025 Q4	$1.66M	Buy	25,682 +2,532	+11%	+$167K	0.08%	212
2025 Q3	$1.63M	Buy	+23,150	New	+$1.45M	0.08%	204

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Csenge Advisory Group's SHLD Position: Q2 2026 in Review

Csenge Advisory Group increased its Global X Defense Tech ETF (SHLD) stake by 15% in Q2 2026, buying an estimated $250K and bringing the position to 29,195 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #226.

Csenge Advisory Group first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.8M in Q1 2026. 609 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Csenge Advisory Group held 29,195 shares of Global X Defense Tech ETF worth $1.74M as of Q2 2026.
Csenge Advisory Group bought 3,760 Global X Defense Tech ETF shares in Q2 2026, an estimated $250K.
Global X Defense Tech ETF made up 0.07% of Csenge Advisory Group's portfolio in Q2 2026, its #226 holding.
Csenge Advisory Group first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
Csenge Advisory Group's Global X Defense Tech ETF position peaked at $1.8M in Q1 2026.
609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.