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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Napier Financial Braintree, Massachusetts $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's CPTL Position: Q2 2026 in Review

Creative Planning held its Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 4,974 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

Creative Planning first reported a position in CPTL in Q4 2021 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

Creative Planning held 4,974 shares of Global X Morningstar Capital Allocation Leaders ETF worth $234K as of Q2 2026.
Creative Planning left its Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3765 holding.
Creative Planning first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q4 2021 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.