CI
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
Q2 		$29K Buy
+480
New +$31.9K ﹤0.01% 1084

Other funds holding SHLD

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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

CX Institutional's SHLD Position: Q2 2026 in Review

CX Institutional opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 480 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

138 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • CX Institutional held 480 shares of Global X Defense Tech ETF worth $29K as of Q2 2026.
  • Global X Defense Tech ETF was a new CX Institutional position in Q2 2026.
  • Global X Defense Tech ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1084 holding.
  • 138 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.