CX Institutional
SHLD icon

CX Institutional’s Global X Defense Tech ETF SHLD Stock Holding History

CX Institutional’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
Q3 		$1K Sell
10
-470
-98% -$30.1K ﹤0.01% 1650
2026
Q2 		$29K Buy
+480
New +$31.9K ﹤0.01% 1084

Other funds holding SHLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

CX Institutional's SHLD Position: Q3 2026 in Review

CX Institutional reduced its Global X Defense Tech ETF (SHLD) stake by 98% in Q3 2026, selling an estimated $30.1K and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

CX Institutional first reported a position in SHLD in Q2 2026 and has held it in 2 quarters since. The position peaked at $29K in Q2 2026. 175 funds tracked by Wall St. Rank hold SHLD as of Q3 2026.

  • CX Institutional held 10 shares of Global X Defense Tech ETF worth $1K as of Q3 2026.
  • CX Institutional sold 470 Global X Defense Tech ETF shares in Q3 2026, an estimated $30.1K.
  • Global X Defense Tech ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1650 holding.
  • CX Institutional first reported a position in Global X Defense Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Global X Defense Tech ETF position peaked at $29K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.