Jim Simons
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Jim Simons’s Global X Defense Tech ETF SHLD Stock Holding History

Jim Simons’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
-76,897
Closed -$4.63M – 3859
2025
Q2 		$4.63M Buy
+76,897
New +$4.13M 0.01% 1570

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $2.48B AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Simons's SHLD Position: Q3 2025 in Review

Jim Simons sold out of Global X Defense Tech ETF (SHLD) in Q3 2025, closing a stake of 76,897 shares — an estimated $4.63M sold.

Jim Simons first reported a position in SHLD in Q2 2025 and held it in 1 quarter. The position peaked at $4.63M in Q2 2025. 421 funds tracked by Wall St. Rank hold SHLD as of Q3 2025.

  • Jim Simons reported no remaining Global X Defense Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 76,897 Global X Defense Tech ETF shares in Q3 2025, an estimated $4.63M.
  • Jim Simons first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 1 quarter.
  • Jim Simons's Global X Defense Tech ETF position peaked at $4.63M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.