Ameritas Investment Company’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-1,300	Closed	-$37.9K	–	1450
2021 Q1	$37.9K	Buy	+1,300	New	+$36.7K	﹤0.01%	1049
2020 Q2	–	Sell	-300	Closed	-$5K	–	1029
2020 Q1	$5K	Buy	+300	New	+$6.62K	﹤0.01%	1383
2019 Q4	–	Sell	-300	Closed	-$7K	–	1200
2019 Q3	$7K	Buy	+300	New	+$6.57K	﹤0.01%	1195

Other funds holding CPTL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Ameritas Investment Company's CPTL Position: Q2 2021 in Review

Ameritas Investment Company sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2021, closing a stake of 1,300 shares — an estimated $37.9K sold.

Ameritas Investment Company first reported a position in CPTL in Q3 2019 and held it in 3 quarters. The position peaked at $37.9K in Q1 2021. 40 funds tracked by Wall St. Rank hold CPTL as of Q2 2021.

Ameritas Investment Company reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 1,300 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2021, an estimated $37.9K.
Ameritas Investment Company first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2019 and held it in 3 quarters.
Ameritas Investment Company's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $37.9K in Q1 2021.
40 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.