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Kercheville Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Kercheville Advisors’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
Q4 		– Sell
-12,800
Closed -$899K – 132
2025
Q3 		$899K Buy
12,800
+8,100
+172% +$508K 0.27% 58
2025
Q2 		$283K Buy
+4,700
New +$253K 0.1% 81

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kercheville Advisors's SHLD Position: Q4 2025 in Review

Kercheville Advisors sold out of Global X Defense Tech ETF (SHLD) in Q4 2025, closing a stake of 12,800 shares — an estimated $899K sold.

Kercheville Advisors first reported a position in SHLD in Q2 2025 and held it in 2 quarters. The position peaked at $899K in Q3 2025. 492 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

  • Kercheville Advisors reported no remaining Global X Defense Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Kercheville Advisors sold 12,800 Global X Defense Tech ETF shares in Q4 2025, an estimated $899K.
  • Kercheville Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 2 quarters.
  • Kercheville Advisors's Global X Defense Tech ETF position peaked at $899K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on Kercheville Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.