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Capital Insight Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-61,594
Closed -$3.99M – 96
2025
Q4 		$3.99M Sell
61,594
-10,709
-15% -$705K 0.84% 38
2025
Q3 		$5.08M Buy
+72,303
New +$4.54M 0.84% 37

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HIIFS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Insight Partners's SHLD Position: Q1 2026 in Review

Capital Insight Partners sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 61,594 shares — an estimated $3.99M sold.

Capital Insight Partners first reported a position in SHLD in Q3 2025 and held it in 2 quarters. The position peaked at $5.08M in Q3 2025. 614 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Capital Insight Partners reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 61,594 Global X Defense Tech ETF shares in Q1 2026, an estimated $3.99M.
  • Capital Insight Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and held it in 2 quarters.
  • Capital Insight Partners's Global X Defense Tech ETF position peaked at $5.08M in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.