CAM
CPTL

Creekmur Asset Management’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Creekmur Asset 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
2024
Q1 		– Sell
-61
Closed -$2.05K – 876
2023
Q4 		$2.05K Buy
+61
New +$1.9K ﹤0.01% 683

Other funds holding CPTL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Creekmur Asset Management's CPTL Position: Q1 2024 in Review

Creekmur Asset Management sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2024, closing a stake of 61 shares — an estimated $2.05K sold.

Creekmur Asset Management first reported a position in CPTL in Q4 2023 and held it in 1 quarter. The position peaked at $2.05K in Q4 2023. 43 funds tracked by Wall St. Rank hold CPTL as of Q1 2024.

  • Creekmur Asset Management reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 61 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2024, an estimated $2.05K.
  • Creekmur Asset Management first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $2.05K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.