Curio Wealth’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Curio Wealth’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	$415	Hold	10	–	–	﹤0.01%	541
2025 Q4	$449	Hold	10	–	–	﹤0.01%	404
2025 Q3	$431	Buy	+10	New	+$418	﹤0.01%	262

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

Curio Wealth's CPTL Position: Q1 2026 in Review

Curio Wealth held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q1 2026 at 10 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Curio Wealth first reported a position in CPTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $449 in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

Curio Wealth held 10 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $415 as of Q1 2026.
Curio Wealth left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q1 2026.
Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #541 holding.
Curio Wealth first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and has held it in 3 quarters since.
Curio Wealth's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $449 in Q4 2025.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.