CAL
SHLD icon

Capital Advisors Ltd’s Global X Defense Tech ETF SHLD Stock Holding History

Capital Advisors Ltd’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
Q2 		$5K Buy
+79
New +$5.26K ﹤0.01% 980

Other funds holding SHLD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Capital Advisors Ltd's SHLD Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 79 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

166 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Capital Advisors Ltd held 79 shares of Global X Defense Tech ETF worth $5K as of Q2 2026.
  • Global X Defense Tech ETF was a new Capital Advisors Ltd position in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #980 holding.
  • 166 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.