Creative Planning’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Creative Planning’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 Q3	$241K	Hold	4,974	–	–	﹤0.01%	3823
2026 Q2	$234K	Hold	4,974	–	–	﹤0.01%	3765
2026 Q1	$207K	Buy	+4,974	New	+$215K	﹤0.01%	3710
2022 Q1	–	Sell	-6,120	Closed	-$211K	–	2398
2021 Q4	$211K	Buy	+6,120	New	+$205K	﹤0.01%	1837

Other funds holding CPTL

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Creative Planning's CPTL Position: Q3 2026 in Review

Creative Planning held its Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q3 2026 at 4,974 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3823.

Creative Planning first reported a position in CPTL in Q4 2021 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold CPTL as of Q3 2026.

Creative Planning held 4,974 shares of Global X Morningstar Capital Allocation Leaders ETF worth $241K as of Q3 2026.
Creative Planning left its Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q3 2026.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3823 holding.
Creative Planning first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q4 2021 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.