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

Congress Wealth 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	$389K	Sell	9,635 -119	-1%	-$4.48K	﹤0.01%	1000
2025 Q1	$364K	Buy	9,754 +390	+4%	+$15.3K	﹤0.01%	898
2024 Q4	$366K	Sell	9,364 -4,783	-34%	-$190K	0.01%	718
2024 Q3	$554K	Sell	14,147 -56	-0.4%	-$2.11K	0.01%	623
2024 Q2	$525K	Buy	+14,203	New	+$511K	0.01%	529
2023 Q4	–	Sell	-15,834	Closed	-$473K	–	646
2023 Q3	$473K	Buy	15,834 +1,903	+14%	+$59.2K	0.01%	465
2023 Q2	$432K	Buy	13,931 +60	+0.4%	+$1.79K	0.01%	436
2023 Q1	$409K	Buy	13,871 +296	+2%	+$8.54K	0.01%	440
2022 Q4	$376K	Buy	13,575 +1,434	+12%	+$39.8K	0.01%	448
2022 Q3	$309K	Buy	12,141 +73	+0.6%	+$2.07K	0.01%	469
2022 Q2	$322K	Sell	12,068 -6,864	-36%	-$200K	0.01%	462
2022 Q1	$614K	Sell	18,932 -79	-0.4%	-$2.52K	0.01%	415
2021 Q4	$655K	Buy	+19,011	New	+$636K	0.01%	430

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

Congress Wealth Management's CPTL Position: Q2 2025 in Review

Congress Wealth Management reduced its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 1.2% in Q2 2025, selling an estimated $4.48K and leaving 9,635 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Congress Wealth Management first reported a position in CPTL in Q4 2021 and has held it in 13 quarters since. The position peaked at $655K in Q4 2021. 40 funds tracked by Wall St. Rank hold CPTL as of Q2 2025.

Congress Wealth Management held 9,635 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $389K as of Q2 2025.
Congress Wealth Management sold 119 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2025, an estimated $4.48K.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1000 holding.
Congress Wealth Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $655K in Q4 2021.
40 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.