Eagle Strategies’s Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Eagle Strategies’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 Q3	$296K	Sell	6,104 -35	-0.6%	-$1.69K	0.03%	237
2026 Q2	$288K	Hold	6,139	–	–	0.03%	237
2026 Q1	$255K	Buy	6,139 +367	+6%	+$15.8K	0.03%	233
2025 Q4	$251K	Sell	5,772 -176	-3%	-$7.7K	0.03%	225
2025 Q3	$257K	Sell	5,948 -184	-3%	-$7.69K	0.03%	222
2025 Q2	$248K	Buy	6,132 +57	+0.9%	+$2.15K	0.04%	206
2025 Q1	$226K	Buy	6,075 +825	+16%	+$32.3K	0.04%	200
2024 Q4	$205K	Sell	5,250 -191	-4%	-$7.59K	0.04%	212
2024 Q3	$213K	Sell	5,441 -614	-10%	-$23.1K	0.04%	203
2024 Q2	$224K	Buy	+6,055	New	+$218K	0.04%	198

Other funds holding CPTL

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Eagle Strategies's CPTL Position: Q3 2026 in Review

Eagle Strategies reduced its Global X Morningstar Capital Allocation Leaders ETF (CPTL) stake by 0.57% in Q3 2026, selling an estimated $1.69K and leaving 6,104 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #237.

Eagle Strategies first reported a position in CPTL in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold CPTL as of Q3 2026.

Eagle Strategies held 6,104 shares of Global X Morningstar Capital Allocation Leaders ETF worth $296K as of Q3 2026.
Eagle Strategies sold 35 Global X Morningstar Capital Allocation Leaders ETF shares in Q3 2026, an estimated $1.69K.
Global X Morningstar Capital Allocation Leaders ETF made up 0.03% of Eagle Strategies's portfolio in Q3 2026, its #237 holding.
Eagle Strategies first reported a position in Global X Morningstar Capital Allocation Leaders ETF in Q2 2024 and has held it in 10 quarters since.
10 funds tracked by Wall St. Rank held Global X Morningstar Capital Allocation Leaders ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.