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

Value Star 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
2025 Q3	$3.51M	Buy	+50,000	New	+$3.14M	7.13%	6

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

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

Value Star Asset Management's SHLD Position: Q3 2025 in Review

Value Star Asset Management opened a new position in Global X Defense Tech ETF (SHLD) in Q3 2025: 50,000 shares worth $3.51M. The stake represents 7.13% of the portfolio and ranks #6 among its holdings.

421 funds tracked by Wall St. Rank hold SHLD as of Q3 2025.

Value Star Asset Management held 50,000 shares of Global X Defense Tech ETF worth $3.51M as of Q3 2025.
Global X Defense Tech ETF was a new Value Star Asset Management position in Q3 2025.
Global X Defense Tech ETF made up 7.13% of Value Star Asset Management's portfolio in Q3 2025, its #6 holding.
421 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2025.

Based on Value Star Asset Management's 13F filing for Q3 2025, filed 31 Oct 2025.