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

Investment Management Corporation’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
2025
Q3 		– Sell
-35
Closed -$2.11K – 143
2025
Q2 		$2.11K Buy
+35
New +$1.88K ﹤0.01% 166

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment Management Corporation's SHLD Position: Q3 2025 in Review

Investment Management Corporation sold out of Global X Defense Tech ETF (SHLD) in Q3 2025, closing a stake of 35 shares — an estimated $2.11K sold.

Investment Management Corporation first reported a position in SHLD in Q2 2025 and held it in 1 quarter. The position peaked at $2.11K in Q2 2025. 421 funds tracked by Wall St. Rank hold SHLD as of Q3 2025.

  • Investment Management Corporation reported no remaining Global X Defense Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 35 Global X Defense Tech ETF shares in Q3 2025, an estimated $2.11K.
  • Investment Management Corporation first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 1 quarter.
  • Investment Management Corporation's Global X Defense Tech ETF position peaked at $2.11K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.