Farther Finance Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Farther Finance Advisors’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	$8.58M	Sell	142,860 -16,300	-10%	-$1.04M	0.06%	288
2026 Q2	$9.5M	Buy	159,160 +75,558	+90%	+$5.03M	0.07%	232
2026 Q1	$6.14M	Buy	83,602 +32,520	+64%	+$2.42M	0.06%	293
2025 Q4	$3.31M	Buy	51,082 +34,409	+206%	+$2.27M	0.04%	421
2025 Q3	$1.17M	Buy	16,673 +1,088	+7%	+$68.3K	0.02%	648
2025 Q2	$939K	Buy	+15,585	New	+$838K	0.02%	618
2025 Q1	–	Sell	-70	Closed	-$2.62K	–	4411
2024 Q4	$2.62K	Buy	+70	New	+$2.71K	﹤0.01%	2902

Other funds holding SHLD

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's SHLD Position: Q3 2026 in Review

Farther Finance Advisors reduced its Global X Defense Tech ETF (SHLD) stake by 10% in Q3 2026, selling an estimated $1.04M and leaving 142,860 shares worth $8.58M. The position accounts for 0.06% of the portfolio, ranked #288.

Farther Finance Advisors first reported a position in SHLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.5M in Q2 2026. 14 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Farther Finance Advisors held 142,860 shares of Global X Defense Tech ETF worth $8.58M as of Q3 2026.
Farther Finance Advisors sold 16,300 Global X Defense Tech ETF shares in Q3 2026, an estimated $1.04M.
Global X Defense Tech ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #288 holding.
Farther Finance Advisors first reported a position in Global X Defense Tech ETF in Q4 2024 and has held it in 7 quarters since.
Farther Finance Advisors's Global X Defense Tech ETF position peaked at $9.5M in Q2 2026.
14 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.