Elevation Capital Advisory’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Elevation Capital Advisory’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
2025 Q4	–	Sell	-192,285	Closed	-$8.3M	–	77
2025 Q3	$8.3M	Buy	+192,285	New	+$8.3M	3.31%	10
2024 Q4	–	Sell	-271,274	Closed	-$10.6M	–	67
2024 Q3	$10.6M	Buy	+271,274	New	+$10.6M	4.69%	4

Other funds holding CPTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Elevation Capital Advisory's CPTL Position: Q4 2025 in Review

Elevation Capital Advisory sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q4 2025, closing a stake of 192,285 shares — an estimated $8.3M sold.

Elevation Capital Advisory first reported a position in CPTL in Q3 2024 and held it in 2 quarters. The position peaked at $10.6M in Q3 2024. 42 funds tracked by Wall St. Rank hold CPTL as of Q4 2025.

Elevation Capital Advisory reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q4 2025 after selling out during the quarter.
Elevation Capital Advisory sold 192,285 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q4 2025, an estimated $8.3M.
Elevation Capital Advisory first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2024 and held it in 2 quarters.
Elevation Capital Advisory's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $10.6M in Q3 2024.
42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.