Capital Analysts LLC’s Global X Defense Tech ETF SHLD Stock Holding History

Capital Analysts LLC’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	$51K	Sell	848 -48,707	-98%	-$3.24M	﹤0.01%	993
2026 Q1	$3.51M	Buy	49,555 +44,704	+922%	+$3.33M	0.09%	181
2025 Q4	$314K	Buy	4,851 +3,385	+231%	+$223K	0.01%	516
2025 Q3	$103K	Buy	+1,466	New	+$92K	﹤0.01%	729

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Capital Analysts LLC's SHLD Position: Q2 2026 in Review

Capital Analysts LLC reduced its Global X Defense Tech ETF (SHLD) stake by 98% in Q2 2026, selling an estimated $3.24M and leaving 848 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Capital Analysts LLC first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.51M in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Capital Analysts LLC held 848 shares of Global X Defense Tech ETF worth $51K as of Q2 2026.
Capital Analysts LLC sold 48,707 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.24M.
Global X Defense Tech ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #993 holding.
Capital Analysts LLC first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
Capital Analysts LLC's Global X Defense Tech ETF position peaked at $3.51M in Q1 2026.
606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.