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Mountain Capital Investment Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Mountain Capital Investment Advisors’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 		– Sell
-2,721
Closed -$209K – 103
2025
Q4 		$209K Buy
+2,721
New +$179K 0.03% 83

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Mountain Capital Investment Advisors's SHLD Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Global X Defense Tech ETF (SHLD) in Q1 2026, closing a stake of 2,721 shares — an estimated $209K sold.

Mountain Capital Investment Advisors first reported a position in SHLD in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 609 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Mountain Capital Investment Advisors reported no remaining Global X Defense Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,721 Global X Defense Tech ETF shares in Q1 2026, an estimated $209K.
  • Mountain Capital Investment Advisors first reported a position in Global X Defense Tech ETF in Q4 2025 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Global X Defense Tech ETF position peaked at $209K in Q4 2025.
  • 609 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.