Envestnet Asset Management
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Envestnet Asset Management’s Global X Defense Tech ETF SHLD Stock Holding History

Envestnet Asset Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.49M Buy
124,237
+59,458
+92% +$3.58M ﹤0.01% 1929
2025
Q1 		$3.02M Buy
64,779
+38,042
+142% +$1.77M ﹤0.01% 2455
2024
Q4 		$1M Sell
26,737
-2,380
-8% -$89K ﹤0.01% 3175
2024
Q3 		$1.08M Buy
29,117
+16,327
+128% +$608K ﹤0.01% 3090
2024
Q2 		$424K Buy
+12,790
New +$424K ﹤0.01% 3547