Thoroughbred Financial Services’s Global X Defense Tech ETF SHLD Stock Holding History

Thoroughbred Financial Services’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	$1.49M	Buy	20,978 +243	+1%	+$18.1K	0.09%	219
2025 Q4	$1.34M	Buy	20,735 +298	+1%	+$19.6K	0.08%	235
2025 Q3	$1.44M	Buy	20,437 +195	+1%	+$12.2K	0.09%	212
2025 Q2	$1.22M	Buy	20,242 +15,242	+305%	+$819K	0.09%	231
2025 Q1	$232K	Buy	+5,000	New	+$212K	0.01%	618

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thoroughbred Financial Services's SHLD Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Global X Defense Tech ETF (SHLD) stake by 1.2% in Q1 2026, buying an estimated $18.1K and bringing the position to 20,978 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #219.

Thoroughbred Financial Services first reported a position in SHLD in Q1 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Thoroughbred Financial Services held 20,978 shares of Global X Defense Tech ETF worth $1.49M as of Q1 2026.
Thoroughbred Financial Services bought 243 Global X Defense Tech ETF shares in Q1 2026, an estimated $18.1K.
Global X Defense Tech ETF made up 0.09% of Thoroughbred Financial Services's portfolio in Q1 2026, its #219 holding.
Thoroughbred Financial Services first reported a position in Global X Defense Tech ETF in Q1 2025 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.