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Laffer Tengler Investments’s Global X Defense Tech ETF SHLD Stock Holding History

Laffer Tengler Investments’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
2024
Q3 		– Sell
-963
Closed -$31.9K – 321
2024
Q2 		$31.9K Buy
+963
New +$32K 0.01% 261

Other funds holding SHLD

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Laffer Tengler Investments's SHLD Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Global X Defense Tech ETF (SHLD) in Q3 2024, closing a stake of 963 shares — an estimated $31.9K sold.

Laffer Tengler Investments first reported a position in SHLD in Q2 2024 and held it in 1 quarter. The position peaked at $31.9K in Q2 2024. 88 funds tracked by Wall St. Rank hold SHLD as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Global X Defense Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 963 Global X Defense Tech ETF shares in Q3 2024, an estimated $31.9K.
  • Laffer Tengler Investments first reported a position in Global X Defense Tech ETF in Q2 2024 and held it in 1 quarter.
  • Laffer Tengler Investments's Global X Defense Tech ETF position peaked at $31.9K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.