Financially Speaking’s Global X Defense Tech ETF SHLD Stock Holding History

Financially Speaking’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	$6.72K	Sell	112 -375	-77%	-$24K	0.01%	76
2026 Q2	$34.5K	Sell	487 -2	-0.4%	-$133	0.17%	38
2026 Q1	$34.6K	Buy	+489	New	+$36.4K	0.17%	38
2025 Q4	–	Sell	-80,523	Closed	-$5.66M	–	177
2025 Q3	$5.66M	Sell	80,523 -8,057	-9%	-$506K	3.72%	10
2025 Q2	$5.34M	Buy	+88,580	New	+$4.76M	3.51%	9

Other funds holding SHLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $3.23B AUM 32.78% 1-Year Est. Return

Financially Speaking's SHLD Position: Q3 2026 in Review

Financially Speaking reduced its Global X Defense Tech ETF (SHLD) stake by 77% in Q3 2026, selling an estimated $24K and leaving 112 shares worth $6.72K. The position accounts for 0.01% of the portfolio, ranked #76.

Financially Speaking first reported a position in SHLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.66M in Q3 2025. 393 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Financially Speaking held 112 shares of Global X Defense Tech ETF worth $6.72K as of Q3 2026.
Financially Speaking sold 375 Global X Defense Tech ETF shares in Q3 2026, an estimated $24K.
Global X Defense Tech ETF made up 0.01% of Financially Speaking's portfolio in Q3 2026, its #76 holding.
Financially Speaking first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 5 quarters since.
Financially Speaking's Global X Defense Tech ETF position peaked at $5.66M in Q3 2025.
393 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.