Great Valley Advisor Group’s Global X Defense Tech ETF SHLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
12,578
+2,764
+28% +$167K 0.02% 507
2025
Q1
$457K Buy
9,814
+2,819
+40% +$131K 0.01% 612
2024
Q4
$262K Buy
+6,995
New +$262K 0.01% 730