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Jaffetilchin Investment Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Jaffetilchin Investment Partners’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 		$463K Buy
+6,537
New +$487K 0.03% 282
2024
Q4 		– Sell
-20
Closed -$745 – 1139
2024
Q3 		$745 Buy
+20
New +$711 ﹤0.01% 1273

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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 $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jaffetilchin Investment Partners's SHLD Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in Global X Defense Tech ETF (SHLD) in Q1 2026: 6,537 shares worth $463K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in SHLD as recently as Q3 2024.

Jaffetilchin Investment Partners first reported a position in SHLD in Q3 2024 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Jaffetilchin Investment Partners held 6,537 shares of Global X Defense Tech ETF worth $463K as of Q1 2026.
  • Global X Defense Tech ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
  • Global X Defense Tech ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #282 holding.
  • Jaffetilchin Investment Partners first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.