Capital Investment Advisory Services’s Global X Defense Tech ETF SHLD Stock Holding History

Capital Investment Advisory Services’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	$1.49K	Buy	+25	New	+$1.66K	﹤0.01%	1273

Other funds holding SHLD

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

Capital Investment Advisory Services's SHLD Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 25 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings.

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

Capital Investment Advisory Services held 25 shares of Global X Defense Tech ETF worth $1.49K as of Q2 2026.
Global X Defense Tech ETF was a new Capital Investment Advisory Services position in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1273 holding.
184 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.