CC
SHLD icon

Courier Capital’s Global X Defense Tech ETF SHLD Stock Holding History

Courier Capital’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 		$456K Buy
7,642
+147
+2% +$9.78K 0.02% 304
2026
Q1 		$531K Buy
+7,495
New +$558K 0.03% 266

Other funds holding SHLD

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Courier Capital's SHLD Position: Q2 2026 in Review

Courier Capital increased its Global X Defense Tech ETF (SHLD) stake by 2% in Q2 2026, buying an estimated $9.78K and bringing the position to 7,642 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #304.

Courier Capital first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $531K in Q1 2026. 285 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Courier Capital held 7,642 shares of Global X Defense Tech ETF worth $456K as of Q2 2026.
  • Courier Capital bought 147 Global X Defense Tech ETF shares in Q2 2026, an estimated $9.78K.
  • Global X Defense Tech ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #304 holding.
  • Courier Capital first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Courier Capital's Global X Defense Tech ETF position peaked at $531K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.