Creative Planning’s Global X Funds 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 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's CPTL Position: Q1 2026 in Review

Creative Planning opened a new position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2026: 4,974 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #3710 among its holdings. This is a return to the name: Creative Planning previously reported a position in CPTL as recently as Q4 2021.

Creative Planning first reported a position in CPTL in Q4 2021 and has held it in 2 quarters since. The position peaked at $211K in Q4 2021. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Creative Planning held 4,974 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $207K as of Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF was a new Creative Planning position in Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3710 holding.
Creative Planning first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2021 and has held it in 2 quarters since.
Creative Planning's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $211K in Q4 2021.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.