WAG
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Wallace Advisory Group’s Global X Defense Tech ETF SHLD Stock Holding History

Wallace Advisory Group’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,678
Closed -$774K – 190
2025
Q1 		$774K Sell
20,678
-1,139
-5% -$42.6K 0.54% 53
2024
Q4 		$812K Buy
+21,817
New +$812K 0.56% 48