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Wealthspire Advisors (New York)’s Global X Defense Tech ETF SHLD Stock Holding History

Wealthspire Advisors (New York)’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 		$656K Buy
10,885
+3,387
+45% +$204K ﹤0.01% 473
2025
Q1 		$349K Buy
+7,498
New +$349K ﹤0.01% 603