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Valeo Financial Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-3,357
Closed -$238K – 877
2026
Q1 		$238K Sell
3,357
-477
-12% -$35.5K 0.01% 633
2025
Q4 		$248K Hold
3,834
– – 0.01% 684
2025
Q3 		$269K Sell
3,834
-4
-0.1% -$251 0.01% 645
2025
Q2 		$231K Buy
+3,838
New +$206K 0.01% 663

Other funds holding SHLD

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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Valeo Financial Advisors's SHLD Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Global X Defense Tech ETF (SHLD) in Q2 2026, closing a stake of 3,357 shares — an estimated $238K sold.

Valeo Financial Advisors first reported a position in SHLD in Q2 2025 and held it in 4 quarters. The position peaked at $269K in Q3 2025. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Global X Defense Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,357 Global X Defense Tech ETF shares in Q2 2026, an estimated $238K.
  • Valeo Financial Advisors first reported a position in Global X Defense Tech ETF in Q2 2025 and held it in 4 quarters.
  • Valeo Financial Advisors's Global X Defense Tech ETF position peaked at $269K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.