IFG Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

IFG Advisory’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	$1.12M	Buy	18,669 +7,097	+61%	+$454K	0.04%	420
2026 Q2	$691K	Buy	11,572 +11,372	+5,686%	+$757K	0.02%	515
2026 Q1	$14.2K	Sell	200 -5,397	-96%	-$402K	0.04%	228
2025 Q4	$363K	Buy	5,597 +643	+13%	+$42.3K	0.02%	583
2025 Q3	$348K	Buy	+4,954	New	+$311K	0.02%	593

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

IFG Advisory's SHLD Position: Q3 2026 in Review

IFG Advisory increased its Global X Defense Tech ETF (SHLD) stake by 61% in Q3 2026, buying an estimated $454K and bringing the position to 18,669 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #420.

IFG Advisory first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

IFG Advisory held 18,669 shares of Global X Defense Tech ETF worth $1.12M as of Q3 2026.
IFG Advisory bought 7,097 Global X Defense Tech ETF shares in Q3 2026, an estimated $454K.
Global X Defense Tech ETF made up 0.04% of IFG Advisory's portfolio in Q3 2026, its #420 holding.
IFG Advisory first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
376 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.