Investors Research Corp’s Global X Defense Tech ETF SHLD Stock Holding History

Investors Research Corp’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	$50.3K	Sell	837 -200	-19%	-$12.8K	0.01%	400
2026 Q2	$61.9K	Hold	1,037	–	–	0.01%	376
2026 Q1	$73.5K	Hold	1,037	–	–	0.01%	362
2025 Q4	$67.2K	Buy	1,037 +354	+52%	+$23.3K	0.01%	407
2025 Q3	$48K	Hold	683	–	–	0.01%	454
2025 Q2	$41.2K	Buy	683 +3	+0.4%	+$161	0.01%	495
2025 Q1	$31.7K	Buy	680 +242	+55%	+$10.3K	0.01%	520
2024 Q4	$16.4K	Buy	438 +324	+284%	+$12.5K	﹤0.01%	622
2024 Q3	$4.24K	Buy	+114	New	+$4.05K	﹤0.01%	806

Other funds holding SHLD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Investors Research Corp's SHLD Position: Q3 2026 in Review

Investors Research Corp reduced its Global X Defense Tech ETF (SHLD) stake by 19% in Q3 2026, selling an estimated $12.8K and leaving 837 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #400.

Investors Research Corp first reported a position in SHLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $73.5K in Q1 2026. 14 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

Investors Research Corp held 837 shares of Global X Defense Tech ETF worth $50.3K as of Q3 2026.
Investors Research Corp sold 200 Global X Defense Tech ETF shares in Q3 2026, an estimated $12.8K.
Global X Defense Tech ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #400 holding.
Investors Research Corp first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 9 quarters since.
Investors Research Corp's Global X Defense Tech ETF position peaked at $73.5K in Q1 2026.
14 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.