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Tennessee Valley Asset Management Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		$10.8M Buy
152,623
+63,348
+71% +$4.72M 1.43% 13
2025
Q4 		$5.78M Buy
89,275
+5,906
+7% +$389K 0.75% 24
2025
Q3 		$5.86M Buy
+83,369
New +$5.23M 0.79% 23

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SHLD Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Global X Defense Tech ETF (SHLD) stake by 71% in Q1 2026, buying an estimated $4.72M and bringing the position to 152,623 shares worth $10.8M. The position accounts for 1.43% of the portfolio, ranked #13.

Tennessee Valley Asset Management Partners first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 152,623 shares of Global X Defense Tech ETF worth $10.8M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 63,348 Global X Defense Tech ETF shares in Q1 2026, an estimated $4.72M.
  • Global X Defense Tech ETF made up 1.43% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #13 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.