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Stonebridge Financial Group (Pennsylvania)’s Global X Defense Tech ETF SHLD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-200
Closed -$9.31K – 817
2025
Q1 		$9.31K Buy
+200
New +$8.47K ﹤0.01% 614

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HC
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Royal Bank of Canada
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Thrivent Financial for Lutherans
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
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Stonebridge Financial Group (Pennsylvania)'s SHLD Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Global X Defense Tech ETF (SHLD) in Q2 2025, closing a stake of 200 shares — an estimated $9.31K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SHLD in Q1 2025 and held it in 1 quarter. The position peaked at $9.31K in Q1 2025. 252 funds tracked by Wall St. Rank hold SHLD as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Global X Defense Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 200 Global X Defense Tech ETF shares in Q2 2025, an estimated $9.31K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Global X Defense Tech ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Global X Defense Tech ETF position peaked at $9.31K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.