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Tucker Asset Management’s Global X Defense Tech ETF SHLD Stock Holding History

Tucker Asset Management’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 		– Sell
-284
Closed -$18.4K – 909
2025
Q4 		$18.4K Buy
+284
New +$18.7K 0.01% 469

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HIIFS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tucker Asset Management's SHLD Position: Q1 2026 in Review

Tucker Asset Management sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 284 shares — an estimated $18.4K sold.

Tucker Asset Management first reported a position in SHLD in Q4 2025 and held it in 1 quarter. The position peaked at $18.4K in Q4 2025. 614 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Tucker Asset Management reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 284 Global X Defense Tech ETF shares in Q1 2026, an estimated $18.4K.
  • Tucker Asset Management first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 1 quarter.
  • Tucker Asset Management's Global X Defense Tech ETF position peaked at $18.4K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.