Integrated Advisors Network’s Global X Defense Tech ETF SHLD Stock Holding History

Integrated Advisors Network’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	$2.53M	Sell	42,157 -1,531	-4%	-$98K	0.12%	175
2026 Q2	$2.61M	Buy	43,688 +17,960	+70%	+$1.2M	0.12%	177
2026 Q1	$1.82M	Buy	25,728 +14,229	+124%	+$1.06M	0.1%	212
2025 Q4	$745K	Sell	11,499 -410	-3%	-$27K	0.03%	404
2025 Q3	$836K	Buy	+11,909	New	+$747K	0.04%	399

Other funds holding SHLD

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Integrated Advisors Network's SHLD Position: Q3 2026 in Review

Integrated Advisors Network reduced its Global X Defense Tech ETF (SHLD) stake by 3.5% in Q3 2026, selling an estimated $98K and leaving 42,157 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #175.

Integrated Advisors Network first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q2 2026. 175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Integrated Advisors Network held 42,157 shares of Global X Defense Tech ETF worth $2.53M as of Q3 2026.
Integrated Advisors Network sold 1,531 Global X Defense Tech ETF shares in Q3 2026, an estimated $98K.
Global X Defense Tech ETF made up 0.12% of Integrated Advisors Network's portfolio in Q3 2026, its #175 holding.
Integrated Advisors Network first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
Integrated Advisors Network's Global X Defense Tech ETF position peaked at $2.61M in Q2 2026.
175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.