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Ethos Financial Group’s Global X Defense Tech ETF SHLD Stock Holding History

Ethos Financial 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
Q1 		$3.32M Buy
46,839
+13,129
+39% +$978K 0.24% 94
2025
Q4 		$2.19M Sell
33,710
-3,224
-9% -$212K 0.16% 129
2025
Q3 		$2.59M Sell
36,934
-18,627
-34% -$1.17M 0.2% 106
2025
Q2 		$3.35M Sell
55,561
-2,610
-4% -$140K 0.29% 84
2025
Q1 		$2.18M Hold
58,171
– – 0.21% 109
2024
Q4 		$2.18M Buy
58,171
+1,870
+3% +$72.3K 0.28% 72
2024
Q3 		$2.1M Buy
+56,301
New +$2M 0.35% 53

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HIIFS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return