Steward Partners Investment Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

Steward Partners Investment Advisory’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 Q2	$4.33M	Buy
2025 Q1	$383K	Buy
2024 Q4	$142K	Buy
2024 Q3	$38.5K	Buy
2024 Q2	$16K	Hold
2024 Q1	$16.1K	Buy