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

LVW 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
-3,452
Closed -$242K – 361
2025
Q3 		$242K Buy
+3,452
New +$217K 0.02% 309

Other funds holding SHLD

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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

LVW Advisors's SHLD Position: Q4 2025 in Review

LVW Advisors sold out of Global X Defense Tech ETF (SHLD) in Q4 2025, closing a stake of 3,452 shares — an estimated $242K sold.

LVW Advisors first reported a position in SHLD in Q3 2025 and held it in 1 quarter. The position peaked at $242K in Q3 2025. 492 funds tracked by Wall St. Rank hold SHLD as of Q4 2025.

  • LVW Advisors reported no remaining Global X Defense Tech ETF position as of Q4 2025 after selling out during the quarter.
  • LVW Advisors sold 3,452 Global X Defense Tech ETF shares in Q4 2025, an estimated $242K.
  • LVW Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 1 quarter.
  • LVW Advisors's Global X Defense Tech ETF position peaked at $242K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.