Hbw Advisory Services 13F: Cuts SHLD Stake by $3.6M

The advisory firm reduced its investment in SHLD by 60,437 shares, leaving it with 16,652 shares at the end of the reporting period.

By EarningsIQ Research Desk · Published Oct 15, 2026, 9:37 PM EDT · Updated Oct 16, 2026, 4:04 AM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

Hbw Advisory Services sold 60,437 shares from its stake in Global X Defense Tech ETF ($SHLD), a 78.40% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 16,652 shares worth $1 million at the end of the quarter.

Since the filing, $SHLD is up 1.4% to date (from the $60.65 close on Oct 15, 2026).

Find the original: Hbw Advisory Services 13F filings on SEC EDGAR

SHLD Global X Defense Tech ETF

$61.48 -7.16% year to date

Daily close · Oct 16, 2026

Key Points

Hbw Advisory Services cut its SHLD position by 78.4%, parting ways with 60,437 shares during the period.
The firm wrapped up the reporting period holding 16,652 shares of SHLD with a reported market value of about $1.0 million.
Institutional 13F filings offer a backward-looking glimpse at holdings and may not capture current trading activity.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Global X Defense Tech ETF alert may contain errors. Disclosures

Hbw Advisory Services pulled back on its investment in SHLD (SHLD) recently, according to its latest Form 13F filing with the SEC for the period ended October 15, 2026. The firm trimmed its position significantly, giving investors a look at how it managed its portfolio during the quarter.

13F track record

Hbw Advisory Services vs. the S&P 500

YTD return +3.90% hypothetical

All-time return +3.90% S&P 500 +4.74%

vs. S&P 500 -0.84% behind the index

Hypothetical returns from Hbw Advisory Services's disclosed trades, not real profit or advice. How we model this.

What Changed in Hbw Advisory Services's SHLD Position

Hbw Advisory Services reduced its holdings by 60,437 shares, which worked out to a 78.4% decrease compared to the previous quarter. That left the firm holding 16,652 shares of SHLD. The remaining stake carried a reported value of $1,004,620 at the time of the filing.

Global X Defense Tech ETF Stock Up 1.0%

Shares of SHLD recently traded around $61.24. Institutional filings like this one give a snapshot of portfolio changes after the quarter closes, though they do not necessarily reflect what the fund is doing with the stock today.

About SHLD

SHLD operates as a business enterprise offering various commercial services and market solutions. Institutional investors frequently adjust holdings in companies like SHLD as part of broader portfolio management strategies and risk adjustments.

Bottom Line

Investors tracking SHLD will want to keep an eye on future SEC filings to see if Hbw Advisory Services continues to pare its position or stabilizes its holdings. Remember that 13F reports look backward at past quarters and might not represent today's actual share count.

More on this

Source: Hbw Advisory Services's 13F filing on $SHLD (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Hbw Advisory Services 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts