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Toth Financial Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

Toth Financial 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
2026
Q3 		– Sell
-1,000
Closed -$59.7K – 1089
2026
Q2 		$59.7K Sell
1,000
-340
-25% -$22.6K 0.01% 361
2026
Q1 		$94.9K Buy
1,340
+340
+34% +$25.3K 0.01% 284
2025
Q4 		$64.8K Buy
+1,000
New +$65.8K 0.01% 317
2025
Q1 		– Sell
-1
Closed -$38 – 758
2024
Q4 		$38 Buy
+1
New +$39 ﹤0.01% 697

Other funds holding SHLD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Toth Financial Advisory's SHLD Position: Q3 2026 in Review

Toth Financial Advisory sold out of Global X Defense Tech ETF (SHLD) in Q3 2026, closing a stake of 1,000 shares — an estimated $59.7K sold.

Toth Financial Advisory first reported a position in SHLD in Q4 2024 and held it in 4 quarters. The position peaked at $94.9K in Q1 2026. 14 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • Toth Financial Advisory reported no remaining Global X Defense Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 1,000 Global X Defense Tech ETF shares in Q3 2026, an estimated $59.7K.
  • Toth Financial Advisory first reported a position in Global X Defense Tech ETF in Q4 2024 and held it in 4 quarters.
  • Toth Financial Advisory's Global X Defense Tech ETF position peaked at $94.9K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.