FFA
CPTL

Farther Finance Advisors’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Farther Finance Advisors’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 		$73.7K Hold
1,568
– – ﹤0.01% 2945
2026
Q1 		$65.6K Buy
1,568
+19
+1% +$820 ﹤0.01% 2810
2025
Q4 		$67.3K Buy
1,549
+6
+0.4% +$263 ﹤0.01% 2610
2025
Q3 		$66.6K Buy
1,543
+4
+0.3% +$167 ﹤0.01% 2280
2025
Q2 		$62.1K Buy
1,539
+400
+35% +$15.1K ﹤0.01% 2022
2025
Q1 		$42.5K Buy
1,139
+4
+0.4% +$157 ﹤0.01% 1979
2024
Q4 		$44.4K Buy
+1,135
New +$45.1K ﹤0.01% 1721

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
ES
Eagle Strategies New York $1.01B AUM 26.85% 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
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Farther Finance Advisors's CPTL Position: Q2 2026 in Review

Farther Finance Advisors held its Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) position steady in Q2 2026 at 1,568 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Farther Finance Advisors first reported a position in CPTL in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold CPTL as of Q2 2026.

  • Farther Finance Advisors held 1,568 shares of Global X Funds Global X Morningstar Capital Allocation Leaders ETF worth $73.7K as of Q2 2026.
  • Farther Finance Advisors 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 ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2945 holding.
  • Farther Finance Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q4 2024 and has held it in 7 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.