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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Creek Financial Management's SHLD Position: Q1 2026 in Review

Clear Creek Financial Management increased its Global X Defense Tech ETF (SHLD) stake by 120% in Q1 2026, buying an estimated $3.21M and bringing the position to 78,921 shares worth $5.59M. The position accounts for 0.43% of the portfolio, ranked #58.

Clear Creek Financial Management first reported a position in SHLD in Q2 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

Clear Creek Financial Management held 78,921 shares of Global X Defense Tech ETF worth $5.59M as of Q1 2026.
Clear Creek Financial Management bought 43,079 Global X Defense Tech ETF shares in Q1 2026, an estimated $3.21M.
Global X Defense Tech ETF made up 0.43% of Clear Creek Financial Management's portfolio in Q1 2026, its #58 holding.
Clear Creek Financial Management first reported a position in Global X Defense Tech ETF in Q2 2025 and has held it in 3 quarters since.
608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.