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Go Invest LLC’s Global X Defense Tech ETF SHLD Stock Holding History

Go Invest LLC’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 		– Sell
-42
Closed -$2.7K – 124
2025
Q4 		$2.7K Buy
+42
New +$2.77K ﹤0.01% 90

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 $377B AUM 19.32% 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

Go Invest LLC's SHLD Position: Q1 2026 in Review

Go Invest LLC sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 42 shares — an estimated $2.7K sold.

Go Invest LLC first reported a position in SHLD in Q4 2025 and held it in 1 quarter. The position peaked at $2.7K in Q4 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Go Invest LLC reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Go Invest LLC sold 42 Global X Defense Tech ETF shares in Q1 2026, an estimated $2.7K.
  • Go Invest LLC first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 1 quarter.
  • Go Invest LLC's Global X Defense Tech ETF position peaked at $2.7K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Go Invest LLC's 13F filing for Q1 2026, filed 5 Aug 2026.