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Cary Street Partners Investment Advisory’s Global X Defense Tech ETF SHLD Stock Holding History

Cary Street Partners Investment Advisory’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 		$31.3K Sell
524
-305
-37% -$20.3K 0.01% 628
2026
Q1 		$58.7K Buy
+829
New +$61.8K 0.02% 522

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's SHLD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Global X Defense Tech ETF (SHLD) stake by 37% in Q2 2026, selling an estimated $20.3K and leaving 524 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #628.

Cary Street Partners Investment Advisory first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $58.7K in Q1 2026. 437 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Cary Street Partners Investment Advisory held 524 shares of Global X Defense Tech ETF worth $31.3K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 305 Global X Defense Tech ETF shares in Q2 2026, an estimated $20.3K.
  • Global X Defense Tech ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #628 holding.
  • Cary Street Partners Investment Advisory first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Cary Street Partners Investment Advisory's Global X Defense Tech ETF position peaked at $58.7K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.