Cambridge Investment Research Advisors
CPTL

Cambridge Investment Research Advisors’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Cambridge Investment Research Advisors’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
-6,200
Closed -$231K – 3704
2025
Q1 		$231K Sell
6,200
-2,200
-26% -$82K ﹤0.01% 3092
2024
Q4 		$328K Buy
+8,400
New +$328K ﹤0.01% 2767

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors's CPTL Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2025, closing a stake of 6,200 shares — an estimated $231K sold.

Cambridge Investment Research Advisors first reported a position in CPTL in Q4 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2024. 40 funds tracked by Wall St. Rank hold CPTL as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,200 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2025, an estimated $231K.
  • Cambridge Investment Research Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $328K in Q4 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 Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.