ES
CPTL

Eagle Strategies’s Global X Funds 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
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

NF
Napier Financial Braintree, Massachusetts $480M AUM
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FF
Farrow Financial Randolph, Vermont $187M AUM 21.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RW
Rede Wealth Charlottesville, Virginia $302M AUM 20.13% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Eagle Strategies's CPTL Position: Q2 2026 in Review

Eagle Strategies held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 6,139 shares worth $288K. 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 9 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Eagle Strategies held 6,139 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $288K as of Q2 2026.
  • Eagle Strategies left its Global X Funds Global X Morningstar Capital Allocation Leaders ETF share count unchanged in Q2 2026.
  • Global X Funds Global X Morningstar Capital Allocation Leaders ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #237 holding.
  • Eagle Strategies first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q2 2024 and has held it in 9 quarters since.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.