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

Raleigh Capital 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
Q2 		$14.4K Buy
241
+48
+25% +$3.19K ﹤0.01% 361
2026
Q1 		$13.7K Sell
193
-5
-3% -$372 ﹤0.01% 370
2025
Q4 		$12.8K Hold
198
– – ﹤0.01% 376
2025
Q3 		$13.9K Buy
+198
New +$12.4K 0.01% 343

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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Raleigh Capital Management's SHLD Position: Q2 2026 in Review

Raleigh Capital Management increased its Global X Defense Tech ETF (SHLD) stake by 25% in Q2 2026, buying an estimated $3.19K and bringing the position to 241 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Raleigh Capital Management first reported a position in SHLD in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Raleigh Capital Management held 241 shares of Global X Defense Tech ETF worth $14.4K as of Q2 2026.
  • Raleigh Capital Management bought 48 Global X Defense Tech ETF shares in Q2 2026, an estimated $3.19K.
  • Global X Defense Tech ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #361 holding.
  • Raleigh Capital Management first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.