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

Hillsdale 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
2026
Q1 		$7.08K Hold
100
– – ﹤0.01% 634
2025
Q4 		$6.48K Hold
100
– – ﹤0.01% 632
2025
Q3 		$7.02K Sell
100
-20
-17% -$1.25K ﹤0.01% 603
2025
Q2 		$7.23K Buy
120
+75
+167% +$4.03K ﹤0.01% 550
2025
Q1 		$2.1K Buy
+45
New +$1.91K ﹤0.01% 589

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
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 $424B AUM 22.96% 1-Year Est. Return

Hillsdale Investment Management's SHLD Position: Q1 2026 in Review

Hillsdale Investment Management held its Global X Defense Tech ETF (SHLD) position steady in Q1 2026 at 100 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Hillsdale Investment Management first reported a position in SHLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.23K in Q2 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Hillsdale Investment Management held 100 shares of Global X Defense Tech ETF worth $7.08K as of Q1 2026.
  • Hillsdale Investment Management left its Global X Defense Tech ETF share count unchanged in Q1 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #634 holding.
  • Hillsdale Investment Management first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • Hillsdale Investment Management's Global X Defense Tech ETF position peaked at $7.23K in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.