Creative Financial Designs’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Creative Financial Designs’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
2026 Q2	$3.76K	Hold	80	–	–	﹤0.01%	1778
2026 Q1	$3.32K	Hold	80	–	–	﹤0.01%	1686
2025 Q4	$3.47K	Hold	80	–	–	﹤0.01%	1593
2025 Q3	$3.45K	Hold	80	–	–	﹤0.01%	1607
2025 Q2	$3.23K	Hold	80	–	–	﹤0.01%	1604
2025 Q1	$2.98K	Hold	80	–	–	﹤0.01%	1600
2024 Q4	$3.13K	Hold	80	–	–	﹤0.01%	1512
2024 Q3	$3.13K	Hold	80	–	–	﹤0.01%	1470
2024 Q2	$2.96K	Hold	80	–	–	﹤0.01%	1429
2024 Q1	$2.9K	Hold	80	–	–	﹤0.01%	1430
2023 Q4	$2.67K	Hold	80	–	–	﹤0.01%	1382
2023 Q3	$2.39K	Hold	80	–	–	﹤0.01%	1317
2023 Q2	$2.48K	Hold	80	–	–	﹤0.01%	1282
2023 Q1	$2.36K	Hold	80	–	–	﹤0.01%	1239
2022 Q4	$2.21K	Hold	80	–	–	﹤0.01%	1150
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	1175
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	1131
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	1123
2021 Q4	$3K	Hold	80	–	–	﹤0.01%	1088
2021 Q3	$3K	Hold	80	–	–	﹤0.01%	1253
2021 Q2	$3K	Hold	80	–	–	﹤0.01%	1266
2021 Q1	$2K	Buy	+80	New	+$2K	﹤0.01%	1216

Other funds holding CPTL

Napier Financial Braintree, Massachusetts $480M AUM

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Farrow Financial Randolph, Vermont $187M AUM 21.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $302M AUM 20.13% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Creative Financial Designs's CPTL Position: Q2 2026 in Review

Creative Financial Designs held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 80 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Creative Financial Designs first reported a position in CPTL in Q1 2021 and has held it in 22 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Creative Financial Designs held 80 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $3.76K as of Q2 2026.
Creative Financial Designs left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1778 holding.
Creative Financial Designs first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q1 2021 and has held it in 22 quarters since.
15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.