Anfield Capital Management’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Anfield Capital 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
2025 Q2	–	Sell	-151	Closed	-$5.63K	–	535
2025 Q1	$5.63K	Hold	151	–	–	﹤0.01%	311
2024 Q4	$5.9K	Hold	151	–	–	﹤0.01%	300
2024 Q3	$5.91K	Hold	151	–	–	﹤0.01%	294
2024 Q2	$5.58K	Hold	151	–	–	﹤0.01%	253
2024 Q1	$5.47K	Buy	+151	New	+$5.22K	﹤0.01%	196

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Anfield Capital Management's CPTL Position: Q2 2025 in Review

Anfield Capital Management sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2025, closing a stake of 151 shares — an estimated $5.63K sold.

Anfield Capital Management first reported a position in CPTL in Q1 2024 and held it in 5 quarters. The position peaked at $5.91K in Q3 2024. 40 funds tracked by Wall St. Rank hold CPTL as of Q2 2025.

Anfield Capital Management reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2025 after selling out during the quarter.
Anfield Capital Management sold 151 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2025, an estimated $5.63K.
Anfield Capital Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q1 2024 and held it in 5 quarters.
Anfield Capital Management's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $5.91K in Q3 2024.
40 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2025.

Based on Anfield Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.