C2C Wealth Management
SHLD icon

C2C Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

C2C Wealth 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
2026
Q3 		– Sell
-19,000
Closed -$362K – 96
2026
Q2 		$362K Buy
+19,000
New +$1.26M 0.28% 63

Other funds holding SHLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

C2C Wealth Management's SHLD Position: Q3 2026 in Review

C2C Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q3 2026, closing a stake of 19,000 shares — an estimated $362K sold.

C2C Wealth Management first reported a position in SHLD in Q2 2026 and held it in 1 quarter. The position peaked at $362K in Q2 2026. 146 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • C2C Wealth Management reported no remaining Global X Defense Tech ETF position as of Q3 2026 after selling out during the quarter.
  • C2C Wealth Management sold 19,000 Global X Defense Tech ETF shares in Q3 2026, an estimated $362K.
  • C2C Wealth Management first reported a position in Global X Defense Tech ETF in Q2 2026 and held it in 1 quarter.
  • C2C Wealth Management's Global X Defense Tech ETF position peaked at $362K in Q2 2026.
  • 146 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.