Commonwealth Equity Services
CPTL

Commonwealth Equity Services’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-15,054
Closed -$608K – 4356
2025
Q2 		$608K Hold
15,054
– – ﹤0.01% 2998
2025
Q1 		$561K Sell
15,054
-942
-6% -$35.1K ﹤0.01% 2937
2024
Q4 		$625K Sell
15,996
-628
-4% -$24.5K ﹤0.01% 2781
2024
Q3 		$651K Sell
16,624
-3,586
-18% -$140K ﹤0.01% 2684
2024
Q2 		$747K Sell
20,210
-50
-0.2% -$1.85K ﹤0.01% 2500
2024
Q1 		$734K Buy
20,260
+164
+0.8% +$5.94K ﹤0.01% 2480
2023
Q4 		$671K Hold
20,096
– – ﹤0.01% 2469
2023
Q3 		$600K Buy
20,096
+475
+2% +$14.2K ﹤0.01% 2438
2023
Q2 		$609K Hold
19,621
– – ﹤0.01% 2459
2023
Q1 		$578 Buy
19,621
+67
+0.3% +$2 ﹤0.01% 2423
2022
Q4 		$541K Sell
19,554
-288
-1% -$7.97K ﹤0.01% 2409
2022
Q3 		$506K Sell
19,842
-546
-3% -$13.9K ﹤0.01% 2399
2022
Q2 		$544K Sell
20,388
-210
-1% -$5.6K ﹤0.01% 2342
2022
Q1 		$667K Buy
20,598
+2,825
+16% +$91.5K ﹤0.01% 2303
2021
Q4 		$612K Buy
17,773
+2,916
+20% +$100K ﹤0.01% 2355
2021
Q3 		$465K Buy
14,857
+50
+0.3% +$1.56K ﹤0.01% 2528
2021
Q2 		$463K Hold
14,807
– – ﹤0.01% 2523
2021
Q1 		$431K Buy
14,807
+72
+0.5% +$2.1K ﹤0.01% 2450
2020
Q4 		$402K Sell
14,735
-406
-3% -$11.1K ﹤0.01% 2310
2020
Q3 		$368K Buy
+15,141
New +$368K ﹤0.01% 2202

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
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services's CPTL Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q3 2025, closing a stake of 15,054 shares — an estimated $608K sold.

Commonwealth Equity Services first reported a position in CPTL in Q3 2020 and held it in 20 quarters. The position peaked at $747K in Q2 2024. 45 funds tracked by Wall St. Rank hold CPTL as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,054 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q3 2025, an estimated $608K.
  • Commonwealth Equity Services first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2020 and held it in 20 quarters.
  • Commonwealth Equity Services's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $747K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.