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Diversify Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-6,353
Closed -$238K – 685
2024
Q4 		$238K Buy
6,353
+72
+1% +$2.78K 0.01% 542
2024
Q3 		$243K Buy
6,281
+16
+0.3% +$569 0.01% 552
2024
Q2 		$208K Buy
+6,265
New +$208K 0.01% 601

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Diversify Advisory Services's SHLD Position: Q1 2025 in Review

Diversify Advisory Services sold out of Global X Defense Tech ETF (SHLD) in Q1 2025, closing a stake of 6,353 shares — an estimated $238K sold.

Diversify Advisory Services first reported a position in SHLD in Q2 2024 and held it in 3 quarters. The position peaked at $243K in Q3 2024. 136 funds tracked by Wall St. Rank hold SHLD as of Q1 2025.

  • Diversify Advisory Services reported no remaining Global X Defense Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 6,353 Global X Defense Tech ETF shares in Q1 2025, an estimated $238K.
  • Diversify Advisory Services first reported a position in Global X Defense Tech ETF in Q2 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Global X Defense Tech ETF position peaked at $243K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.