CWMGP
SHLD icon

Capstone Wealth Management Group (Pennsylvania)’s Global X Defense Tech ETF SHLD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2025
Q2 		– Sell
-5,179
Closed -$241K – 66
2025
Q1 		$241K Sell
5,179
-25,221
-83% -$1.07M 0.14% 64
2024
Q4 		$1.14M Buy
+30,400
New +$1.17M 0.61% 42

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SHLD Position: Q2 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Global X Defense Tech ETF (SHLD) in Q2 2025, closing a stake of 5,179 shares — an estimated $241K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SHLD in Q4 2024 and held it in 2 quarters. The position peaked at $1.14M in Q4 2024. 252 funds tracked by Wall St. Rank hold SHLD as of Q2 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Global X Defense Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 5,179 Global X Defense Tech ETF shares in Q2 2025, an estimated $241K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Global X Defense Tech ETF in Q4 2024 and held it in 2 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Global X Defense Tech ETF position peaked at $1.14M in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2025, filed 23 Jul 2025.