PFG Advisors
SHLD icon

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

PFG 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
2026
Q3 		$2.72M Buy
45,301
+2,846
+7% +$182K 0.14% 179
2026
Q2 		$2.53M Buy
42,455
+10,634
+33% +$708K 0.13% 201
2026
Q1 		$2.25M Buy
31,821
+689
+2% +$51.3K 0.11% 220
2025
Q4 		$2.02M Buy
31,132
+5,957
+24% +$392K 0.1% 244
2025
Q3 		$1.77M Buy
+25,175
New +$1.58M 0.07% 288

Other funds holding SHLD

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PFG Advisors's SHLD Position: Q3 2026 in Review

PFG Advisors increased its Global X Defense Tech ETF (SHLD) stake by 6.7% in Q3 2026, buying an estimated $182K and bringing the position to 45,301 shares worth $2.72M. The position accounts for 0.14% of the portfolio, ranked #179.

PFG Advisors first reported a position in SHLD in Q3 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • PFG Advisors held 45,301 shares of Global X Defense Tech ETF worth $2.72M as of Q3 2026.
  • PFG Advisors bought 2,846 Global X Defense Tech ETF shares in Q3 2026, an estimated $182K.
  • Global X Defense Tech ETF made up 0.14% of PFG Advisors's portfolio in Q3 2026, its #179 holding.
  • PFG Advisors first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 264 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.