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Curio Wealth’s 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
Q2 		– Sell
-10
Closed -$415 – 650
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curio Wealth's CPTL Position: Q2 2026 in Review

Curio Wealth sold out of Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q2 2026, closing a stake of 10 shares — an estimated $415 sold.

Curio Wealth first reported a position in CPTL in Q3 2025 and held it in 3 quarters. The position peaked at $449 in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Curio Wealth reported no remaining Global X Morningstar Capital Allocation Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 10 Global X Morningstar Capital Allocation Leaders ETF shares in Q2 2026, an estimated $415.
  • Curio Wealth first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and held it in 3 quarters.
  • Curio Wealth's Global X Morningstar Capital Allocation Leaders ETF position peaked at $449 in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.