3AM
CPTL

3D Asset Management’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

3D Asset Management’s Portfolio CPTL Stock Details CPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$255K Buy
+10,487
New +$250K 0.07% 64

Other funds holding CPTL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3D Asset Management's CPTL Position: Q3 2020 in Review

3D Asset Management opened a new position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2020: 10,487 shares worth $255K. The stake represents 0.07% of the portfolio and ranks #64 among its holdings.

30 funds tracked by Wall St. Rank hold CPTL as of Q3 2020.

  • 3D Asset Management held 10,487 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $255K as of Q3 2020.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF was a new 3D Asset Management position in Q3 2020.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.07% of 3D Asset Management's portfolio in Q3 2020, its #64 holding.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.