David J. Yvars Group’s Global X Defense Tech ETF SHLD Stock Holding History

David J. Yvars 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 Q3	$244K	Sell	4,067 -144	-3%	-$9.22K	0.11%	87
2026 Q2	$251K	Sell	4,211 -11,964	-74%	-$796K	0.12%	82
2026 Q1	$1.15M	Buy	16,175 +9,270	+134%	+$691K	0.64%	23
2025 Q4	$447K	Sell	6,905 -3,355	-33%	-$221K	0.24%	48
2025 Q3	$721K	Buy	10,260 +3,815	+59%	+$239K	0.39%	34
2025 Q2	$388K	Buy	+6,445	New	+$346K	0.23%	51

Other funds holding SHLD

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

David J. Yvars Group's SHLD Position: Q3 2026 in Review

David J. Yvars Group reduced its Global X Defense Tech ETF (SHLD) stake by 3.4% in Q3 2026, selling an estimated $9.22K and leaving 4,067 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #87.

David J. Yvars Group first reported a position in SHLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2026. 189 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

David J. Yvars Group held 4,067 shares of Global X Defense Tech ETF worth $244K as of Q3 2026.
David J. Yvars Group sold 144 Global X Defense Tech ETF shares in Q3 2026, an estimated $9.22K.
Global X Defense Tech ETF made up 0.11% of David J. Yvars Group's portfolio in Q3 2026, its #87 holding.
David J. Yvars Group first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 6 quarters since.
David J. Yvars Group's Global X Defense Tech ETF position peaked at $1.15M in Q1 2026.
189 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.