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Cardinal Point Capital Management’s Global X Defense Tech ETF SHLD Stock Holding History

Cardinal Point Capital Management’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 		$332K Hold
5,547
– – 0.02% 227
2026
Q1 		$393K Buy
+5,547
New +$413K 0.02% 195

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

Cardinal Point Capital Management's SHLD Position: Q2 2026 in Review

Cardinal Point Capital Management held its Global X Defense Tech ETF (SHLD) position steady in Q2 2026 at 5,547 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #227.

Cardinal Point Capital Management first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $393K in Q1 2026. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Cardinal Point Capital Management held 5,547 shares of Global X Defense Tech ETF worth $332K as of Q2 2026.
  • Cardinal Point Capital Management left its Global X Defense Tech ETF share count unchanged in Q2 2026.
  • Global X Defense Tech ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #227 holding.
  • Cardinal Point Capital Management first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Cardinal Point Capital Management's Global X Defense Tech ETF position peaked at $393K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.