FAIM
SHLD icon

Financial Advocates Investment Management’s Global X Defense Tech ETF SHLD Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-28,748
Closed -$1.73M – 494
2025
Q2 		$1.73M Buy
28,748
+2,648
+10% +$142K 0.14% 145
2025
Q1 		$1.21M Buy
26,100
+3,721
+17% +$158K 0.09% 241
2024
Q4 		$837K Buy
+22,379
New +$865K 0.05% 338

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's SHLD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X Defense Tech ETF (SHLD) in Q3 2025, closing a stake of 28,748 shares — an estimated $1.73M sold.

Financial Advocates Investment Management first reported a position in SHLD in Q4 2024 and held it in 3 quarters. The position peaked at $1.73M in Q2 2025. 421 funds tracked by Wall St. Rank hold SHLD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X Defense Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 28,748 Global X Defense Tech ETF shares in Q3 2025, an estimated $1.73M.
  • Financial Advocates Investment Management first reported a position in Global X Defense Tech ETF in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's Global X Defense Tech ETF position peaked at $1.73M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.