Clear Creek Financial Management’s Global X Defense Tech ETF SHLD Stock Holding History

Clear Creek Financial 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	$1.35M	Sell	22,660 -56,261	-71%	-$3.74M	0.09%	234
2026 Q1	$5.59M	Buy	78,921 +43,079	+120%	+$3.21M	0.43%	58
2025 Q4	$2.32M	Buy	+35,842	New	+$2.36M	0.19%	119
2025 Q3	–	Sell	-5,730	Closed	-$345K	–	587
2025 Q2	$345K	Buy	+5,730	New	+$308K	0.03%	414

Other funds holding SHLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Clear Creek Financial Management's SHLD Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Global X Defense Tech ETF (SHLD) stake by 71% in Q2 2026, selling an estimated $3.74M and leaving 22,660 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #234.

Clear Creek Financial Management first reported a position in SHLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.59M in Q1 2026. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Clear Creek Financial Management held 22,660 shares of Global X Defense Tech ETF worth $1.35M as of Q2 2026.
Clear Creek Financial Management sold 56,261 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.74M.
Global X Defense Tech ETF made up 0.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #234 holding.
Clear Creek Financial Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 4 quarters since.
Clear Creek Financial Management's Global X Defense Tech ETF position peaked at $5.59M in Q1 2026.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.