APFP
CPTL

Action Point Financial Planning’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$43.4K Buy
+923
New +$42.5K ﹤0.01% 869

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's CPTL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026: 923 shares worth $43.4K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

43 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Action Point Financial Planning held 923 shares of Global X Morningstar Capital Allocation Leaders ETF worth $43.4K as of Q2 2026.
  • Global X Morningstar Capital Allocation Leaders ETF was a new Action Point Financial Planning position in Q2 2026.
  • Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #869 holding.
  • 43 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.